Overview
Assets Under Management: $4.7 billion
Headquarters: SAN MATEO, CA
High-Net-Worth Clients: 1,012
Average Client Assets: $3.0 million
Frequently Asked Questions
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. 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 #111372), FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. is subject to fiduciary duty under federal law.
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. is headquartered in SAN MATEO, CA.
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. serves 1,012 high-net-worth clients according to their SEC filing dated December 22, 2017. View client details ↓
According to their SEC Form ADV, FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. manages $4.7 billion in client assets according to their SEC filing dated December 22, 2017.
According to their SEC Form ADV, FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,012
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.84%
Average Client Assets: $3.0 million
Total Client Accounts: 5,197
Discretionary Accounts: 5,197
Regulatory Filings
CRD Number: 111372
Filing ID: 1155975
Last Filing Date: 2017-12-22 06:48:00