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FRANKLIN STREET ADVISORS INC.
CHAPEL HILL, NC
919-489-2600
SEC #801-39635Total AUM
$4.5B
Employees
40Clients
413Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1450 RALEIGH ROAD
SUITE 300
CHAPEL HILL
NC 27517-8833
United States
SUITE 300
CHAPEL HILL
NC 27517-8833
United States
Operating Hours
8:15 A.M. - 5:15 P.M.
Monday - Friday
Monday - Friday
Phone
919-489-2600
Financials
Total AUM
$4.5B
Accounts
1,652Discretionary
$4.5B
Accounts
1,652Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
62AUM
$53M
HNW Individual Clients
317AUM
$3.6B
Pooled Vehicle Clients
5AUM
$154.3M
Charitable Organization Clients
11AUM
$93.6M
Government Entity Clients
2AUM
$60.1M
Corporation or Business Clients
16AUM
$567.9M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT ADVICE
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SECURITY RECOMMENDATIONS
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLGALAMANCSCTNTXVA
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.