Be advised. This firm is no longer registered.

Franklin Templeton Portfolio Advisors, Inc.

Franklin Templeton Portfolio Advisors, Inc. (CRD# 111372) is a financial advisory firm headquartered in San Mateo, CA. They manage $6,258,319,028 in 5,606 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
One Franklin Parkway, San Mateo, CA 94403
https://soundcloud.com/franklintempleton
By the Numbers
  • Total Assets Under Management
    6,258
    MILLION
  • Total Number of Accounts
    5,606
    ACCOUNTS
  • Average Account Value
    $1,116,361
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Franklin Templeton Portfolio Advisors, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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