Franklin Templeton Private Portfolio Group, LLC
Franklin Templeton Private Portfolio Group, LLC (CRD# 142219) is a financial advisory firm headquartered in New York, NY. They manage $105,366,371,844 in 146,767 accounts and serve the financial needs of clients across 53 states (or territories).
Current Firm Details
Franklin Templeton Private Portfolio Group, LLC
By the Numbers
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Total Assets Under Management105,366MILLION
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Total Number of Accounts146,767ACCOUNTS
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Average Account Value$717,916
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
Registered Investment Advisor
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 Private Portfolio Group, LLC
1
Jonathan Blake (CRD# 4840019) is an Investment Advisor Representative working at Franklin Templeton Private Portfolio Group, LLC in New York, NY and has over 18 years of experience in the finance industry.
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