Templeton & Phillips Capital Management, LLC
Templeton & Phillips Capital Management, LLC (CRD# 149101) is a financial advisory firm headquartered in Lookout Mountain, TN. They manage $202,423,580 in 79 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management202MILLION
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$2,562,324
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, TN
Financial Advisors at Templeton & Phillips Capital Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.