Franklin Templeton Portfolio Advisors, Inc.

Franklin Templeton Portfolio Advisors, Inc. (CRD# 111372) is a financial advisory firm headquartered in San Mateo, CA. They manage $5,056,989,250 in 6,334 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,057
    MILLION
  • Total Number of Accounts
    6,334
    ACCOUNTS
  • Average Account Value
    $798,388
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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

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