Temenos Advisory, Inc.

Temenos Advisory, Inc. (CRD# 108458) is a financial advisory firm headquartered in , . They manage $90,000,000 in 300 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, NY, TX

Financial Advisors at Temenos Advisory, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
George L. Taylor
CRD#: 1104198
Litchfield, CT
96
Wealthminder
score

George Taylor (CRD# 1104198) is an Investment Advisor Representative working at Temenos Advisory, Inc. in Litchfield, CT and has over 34 years of experience in the finance industry. George Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian A. Smith
CRD#: 5190742
90 Throck Morten Ave, Suite 2, Mill Valley, CA 94941
93
Wealthminder
score

Brian Smith (CRD# 5190742) is an Investment Advisor Representative working at Temenos Advisory, Inc. in Mill Valley, CA and has over 10 years of experience in the finance industry.

3
Ann E. Taylor
CRD#: 3226637
Litchfield, CT
93
Wealthminder
score

Ann Taylor (CRD# 3226637) is an Investment Advisor Representative working at Temenos Advisory, Inc. in Litchfield, CT and has over 18 years of experience in the finance industry.

4
Carmen J. Macca
CRD#: 4375331
Litchfield, CT
87
Wealthminder
score

Carmen Macca (CRD# 4375331) is an Investment Advisor Representative working at Temenos Advisory, Inc. in Litchfield, CT and has 1 year of experience in the finance industry.

5
Jeffrey A. Savelle
CRD#: 729178
Litchfield, CT
87
Wealthminder
score

Jeffrey Savelle (CRD# 729178) is an Investment Advisor Representative working at Temenos Advisory, Inc. in Litchfield, CT and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.