Franklin Advisory Services, LLC

Franklin Advisory Services, LLC (CRD# 111361) is a financial advisory firm headquartered in San Mateo, CA. They manage $7,713,757,436 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,714
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $135,329,078
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Franklin Advisory Services, LLC
No Advisor Found.
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