FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

other names
  • FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
  • FRANKLIN MANAGEMENT, INC.
  • TEMPLETON PORTFOLIO ADVISORS
  • FRANKLIN PRIVATE CLIENT GROUP, INC.
  • FRANKLIN PORTFOLIO ADVISORS
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Adviser Profile

Registration status Terminated
As of Date 05/13/2022
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 2
AUM* 6,258,319,028
of that, discretionary 6,258,319,028
Private Fund GAV* 0
Avg Account Size 1,116,361
% High Net Worth 22.98%
SMA’s Yes
Private Funds 0
Contact Info 800 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

6B 5B 4B 4B 3B 2B 894M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees