Overview
Assets Under Management: $29.6 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 9
Average Client Assets: $9.6 million
Frequently Asked Questions
FRANKLIN TEMPLETON INSTITUTIONAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117384), FRANKLIN TEMPLETON INSTITUTIONAL, LLC is subject to fiduciary duty under federal law.
FRANKLIN TEMPLETON INSTITUTIONAL, LLC is headquartered in NEW YORK, NY.
FRANKLIN TEMPLETON INSTITUTIONAL, LLC serves 9 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, FRANKLIN TEMPLETON INSTITUTIONAL, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FRANKLIN TEMPLETON INSTITUTIONAL, LLC manages $29.6 billion in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, FRANKLIN TEMPLETON INSTITUTIONAL, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.29%
Average Client Assets: $9.6 million
Total Client Accounts: 120
Discretionary Accounts: 119
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 117384
Filing ID: 2058847
Last Filing Date: 2026-02-24 05:16:45