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Building 2FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

Map pinSAN MATEO, CA
Phone800-822-8464
NotebookSEC #801-13802
Total AUM
$6.3B
Employees
5
Clients
6,871

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FRANKLIN PARKWAY
SAN MATEO
CA 94403-1906
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
800-822-8464
Other Offices
1

ReceiptFinancials

Total AUM
$6.3B
Accounts
5,606
Discretionary
$6.3B
Accounts
5,606
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,550
AUM
$1.6B
HNW Individual Clients
1,359
AUM
$4.1B
Pooled Vehicle Clients
4
AUM
$63.8M
Pension/Profit Sharing Plan Clients
74
AUM
$9.2M
Charitable Organization Clients
35
AUM
$14.3M
Insurance Company Clients
1
AUM
$235.2M
Corporation or Business Clients
117
AUM
$226.6M
Other Clients
731
AUM
$353.5K
Description of Other Clients
VARIOUS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 81 business affiliates.
Claimed Affiliates
Reported as an affiliate by 17 other businesses.

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