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Building 2TEMPLETON INVESTMENT COUNSEL, LLC

Map pinFT. LAUDERDALE, FL
Phone(954) 527-7500
NotebookSEC #801-15125
Total AUM
$4.6B
Employees
31
Clients
513

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 SOUTHEAST 2ND STREET
FT. LAUDERDALE
FL 33301
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(954) 527-7500
Other Offices
1

ReceiptFinancials

Total AUM
$4.6B
Accounts
521
Discretionary
$4.6B
Accounts
515
Non-Discretionary
$13.1M
Accounts
6

ContactClients

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Individual Clients
485
AUM
$138.2M
HNW Individual Clients
1
AUM
$5.9M
Banking Clients
1
AUM
$4.1M
Investment Company Clients
6
AUM
$2.4B
Pooled Vehicle Clients
11
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$243.8M
Government Entity Clients
1
AUM
$735.5M
Investment Advisor Clients
5
AUM
$9.1M
Insurance Company Clients
1
AUM
$17.1K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLTX

HandshakeAffiliates

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Affiliates
Reported 77 business affiliates.
Claimed Affiliates
Reported as an affiliate by 34 other businesses.

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