Overview
Assets Under Management: $6.4 billion
Headquarters: FT. LAUDERDALE, FL
Frequently Asked Questions
TEMPLETON INVESTMENT COUNSEL, 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 #111370), TEMPLETON INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
TEMPLETON INVESTMENT COUNSEL, LLC is headquartered in FT. LAUDERDALE, FL.
According to their SEC Form ADV, TEMPLETON INVESTMENT COUNSEL, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
TEMPLETON INVESTMENT COUNSEL, LLC manages $6.4 billion in client assets according to their SEC filing dated December 24, 2024.
According to their SEC Form ADV, TEMPLETON INVESTMENT COUNSEL, 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
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.05%
Total Client Accounts: 540
Discretionary Accounts: 535
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 111370
Filing ID: 1914725
Last Filing Date: 2024-12-24 07:45:00