Temenos Advisory, Inc. is a large advisory firm based in Litchfield. It manages $107.1 million of regulatory assets for 775 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Florida, Georgia, and 3 other states.
Temenos Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Temenos Advisory, Inc. is $107.1 million. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Temenos Advisory, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Alexander Gould Campbell is high net worth individuals with 70 clients and $69.14 million of assets under management. Among the 8 most similar advisory firms, Temenos Advisory has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $107.1 million for 303 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Temenos Advisory doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Alexander Gould Campbell has been acting as President since 1 Sep 2009. Ann Elizabeth Taylor joined the executive team most recently as the Vice President.
The principal office where Temenos Advisory, Inc. performs its advisory services is located at 265 Chestnut Hill Road, Litchfield, CT 06759 The mailing address of the firm is 265 Chestnut Hill Road, Litchfield, CT 06759. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-769-9149 or by fax 800-466-9603. The normal business hours are 9:00 am - 4:00 pm on Other. You can find more information about the New York firm at temenosadvisory.com.