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FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
NEW YORK, NY
212-805-2000
SEC #801-67411Total AUM
$139.9B
Employees
15Clients
179,738Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE MADISON AVENUE
18TH FLOOR
NEW YORK
NY 10010
United States
18TH FLOOR
NEW YORK
NY 10010
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Monday - Friday
Phone
212-805-2000
Financials
Total AUM
$139.9B
Accounts
179,726Discretionary
$87.4B
Accounts
179,668Non-Discretionary
$52.5B
Accounts
58
Clients
Individual Clients
174,985AUM
$75.7B
HNW Individual Clients
920AUM
$3.1B
Banking Clients
25AUM
$250.4M
Pension/Profit Sharing Plan Clients
1,030AUM
$696.1M
Charitable Organization Clients
606AUM
$3.1B
Government Entity Clients
16AUM
$336M
Investment Advisor Clients
124AUM
$52.2B
Insurance Company Clients
5AUM
$3.3M
Corporation or Business Clients
2,027AUM
$4.5B
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 20 business affiliates.
Claimed Affiliates
Reported as an affiliate by 35 other businesses.