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Building 2TEMPLETON PRIVATE CLIENT GROUP

Map pinSAN MATEO, CA
Phone800-822-8464
NotebookSEC #801-38210
Total AUM
$926M
Employees
31
Clients
0

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
USA
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
800-822-8464

ReceiptFinancials

Total AUM
$926M
Accounts
1,792
Discretionary
$926M
Accounts
1,792
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARCACTDCDEFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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