Overview
Assets Under Management: $467.0 billion
Headquarters: SAN MATEO, CA
High-Net-Worth Clients: 254
Average Client Assets: $47 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 254
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.55
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 18,979
Discretionary Accounts: 18,961
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 104517
Filing ID: 1987286
Last Filing Date: 2025-06-27 10:11:00
Website: https://franklintempleton.com