Templum Markets LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
102840
Registered since
March 28, 2000

Firm profile

FINTRX

Overview

Templum Markets LLC is organized as a limited liability company and is recorded as SEC-registered since 2000. FINTRX classifies the entity as "Unclassified" and lists ownership as a mix of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public disclosures in the source are sparse: business activities, advisory offerings, fee schedule, and client base are not described in the available dataset. That gap makes it difficult to characterize the firm's client focus or service model from these records alone.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Edward Lee

    Chief Compliance OfficerCRD 4150803

  • Joseph Ramos

    Joseph Ramos

    Chief Executive Officer & Chief Compliance OfficerCRD 2065829

  • Sarah Gillespie

    Sarah Gillespie

    CFOCRD 4703433

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Contacts

3 of 6
  • Robert Vallone

    Robert Vallone

    FinOpCRD 6836338

  • Robert Nanni

    Robert Nanni

    Vice PresidentCRD 6478174

  • Francis Hawkins

    Francis Hawkins

    Head of ProductCRD 6766138

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
315 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth