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Temeku Trading Co (Temecula)


Temeku Trading Co is a large advisory firm based in Temecula. It manages $110.42 million of regulatory assets for 441 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.

Temeku Trading provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Temeku Trading: assets under management

The assets under management (AUM) of Temeku Trading Co is $110.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $110.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.38 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Temeku Trading Co for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Temecula

The principal office where Temeku Trading Co performs its advisory services is located at 41329 Promenade Chardonnay Hills, Temecula, CA 92591 4957, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 909-695-2364 or by fax 909-695-2364. The normal business hours are 6:00 am to 2:00 pm on Monday - Friday.


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