Temenos Advisory, Inc. (Litchfield)

Name: Temenos Advisory, Inc.
Address: 265 Chestnut Hill Road, Litchfield, CT, 06759
Telephone: 888-769-9149

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.

Temenos Advisory: assets under management

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 firm manages $82.24 million in discretionary accounts and $24.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $110.99 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alexander Gould Campbell serves?

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.

Careers at Temenos Advisory, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Lewis Taylor	Chief executive officer	1 Jan 1998	75% - 100%	1104198
George Lewis Taylor	Chief compliance officer	1 Sep 2004	75% - 100%	1104198
Ann Elizabeth Taylor	Vice president	1 Jan 2008	Other	3226637
Alexander Gould Campbell	President	1 Sep 2009	25% - 50%	1390349

Based in Litchfield

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.