Temenos Inc is a large advisory firm based in Litchfield. It manages $70 million of regulatory assets for 481 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and Maryland.
Temenos provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Inc is $70 million. The firm's AUM has grown by 93% 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 Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. 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.
George Lewis Taylor has been acting as President since 1 Jan 1998. Alexander Gould Campbell joined the executive team most recently as the President.
The principal office where Temenos Inc performs its advisory services is located at 265 Chestnut Hill Road, Litchfield, CT 06759, which is also the mailing address of the firm. An additional office of the firm is in Baltimore, MD. 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 www.temenos-inc.com.