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FRANKLIN ADVISERS, INC.
SAN MATEO, CA
(650) 312-3000
SEC #801-26292Total AUM
$509.5B
Employees
384Clients
25,120Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE FRANKLIN PARKWAY
BUILDING 970, 1ST FLOOR
SAN MATEO
CA 94403
United States
BUILDING 970, 1ST FLOOR
SAN MATEO
CA 94403
United States
Operating Hours
8:30 A.M.. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
(650) 312-3000
Other Offices
6
Financials
Total AUM
$509.5B
Accounts
25,018Discretionary
$506.5B
Accounts
24,997Non-Discretionary
$2.9B
Accounts
21
Clients
Individual Clients
22,641AUM
$14.8B
HNW Individual Clients
382AUM
$3.1B
Banking Clients
13AUM
$21M
Investment Company Clients
254AUM
$368.1B
Pooled Vehicle Clients
263AUM
$98.2B
Pension/Profit Sharing Plan Clients
255AUM
$6B
Charitable Organization Clients
139AUM
$465.2M
Government Entity Clients
6AUM
$70.8M
Investment Advisor Clients
83AUM
$2.9B
Insurance Company Clients
18AUM
$5.1B
Sovereign Wealth Fund Clients
20AUM
$8.6B
Corporation or Business Clients
823AUM
$1.6B
Other Clients
223AUM
$487.1M
Description of Other Clients
VARIOUS
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 79 business affiliates.
Claimed Affiliates
Reported as an affiliate by 42 other businesses.