TEMPLETON FINANCIAL SERVICES INC.
CRD #128240 SEC #801-66521 CHANDLER, AZ 480.883.1073
SEC Registered
Total AUM
$384.1M
Discretionary
$384.1M
Employees
4
Clients
--
Accounts
297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $384.1M | $384.1M | $0 | 4 | 0 |
| Mar 2024 | $344M | $344M | $0 | 4 | 0 |
| Mar 2024 | $331.4M | $331.4M | $0 | 4 | 0 |
| Mar 2023 | $333.3M | $333.3M | $0 | 4 | 0 |
| Jul 2022 | $448M | $448M | $0 | 4 | 0 |
| Jun 2022 | $448M | $448M | $0 | 4 | 0 |
| May 2022 | $448M | $448M | $0 | 4 | 0 |
| Mar 2022 | $448M | $448M | $0 | 4 | 0 |
| Mar 2021 | $417M | $417M | $0 | 4 | 0 |
| Jun 2020 | $414M | $414M | $0 | 5 | 0 |
| Mar 2020 | $414M | $414M | $0 | 5 | 0 |
| Mar 2019 | $445M | $445M | $0 | 5 | 0 |
| Mar 2018 | $440.1M | $440.1M | $0 | 5 | 0 |
| Mar 2017 | $376M | $376M | $0 | 3 | 300 |
| Feb 2016 | $297.9M | $297.9M | $0 | 3 | 200 |
| Feb 2015 | $269M | $269M | $0 | 3 | 200 |
| Mar 2014 | $257M | $257M | $0 | 3 | 200 |
| Apr 2013 | $265M | $265M | $0 | 3 | 181 |
| Apr 2013 | $265M | $265M | $0 | 3 | 181 |
| Mar 2013 | $245M | $245M | $0 | 3 | 165 |
| Jul 2012 | $215M | $215M | $0 | 1 | 150 |
| Mar 2012 | $215M | $215M | $0 | 1 | 150 |
| Jan 2008 | $77M | $77M | $0 | 5 | -- |
| Jan 2007 | $51M | $51M | $0 | 5 | -- |
| Mar 2006 | $27.8M | $27.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$384.1M
Discretionary$384.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$331.4M
Discretionary$331.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$448M
Discretionary$448M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$448M
Discretionary$448M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$448M
Discretionary$448M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$448M
Discretionary$448M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$417M
Discretionary$417M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$414M
Discretionary$414M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$414M
Discretionary$414M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$445M
Discretionary$445M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$440.1M
Discretionary$440.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees3
Clients300
DateFeb 2016
Total AUM$297.9M
Discretionary$297.9M
Non-Disc.$0
Employees3
Clients200
DateFeb 2015
Total AUM$269M
Discretionary$269M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees3
Clients200
DateApr 2013
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees3
Clients181
DateApr 2013
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees3
Clients181
DateMar 2013
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees3
Clients165
DateJul 2012
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees1
Clients150
DateMar 2012
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees1
Clients150
DateJan 2008
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees5
Clients--