Temenos Inc (Litchfield)

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

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.

Temenos: assets under management

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 firm manages $60 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $454.55 thousand.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Temenos Inc

George Lewis Taylor has been acting as President since 1 Jan 1998. Alexander Gould Campbell joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Lewis Taylor	President	1 Jan 1998	25% - 50%	1104198
Scott Little Frew	Vp, chief investment officer	1 Jan 1998	Other	1961205
Carmen Macca	Managing partner, secretary	1 Jan 1998	25% - 50%	4375331
George Lewis Taylor	Chief compliance officer	1 Sep 2004	75% - 100%	1104198
Ann Elizabeth Wilson	Vice president	1 Jan 2008	Other	3226637
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 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.