Investment adviser · CRD 111372
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
Investment adviser filing (IA)
SAN MATEO, CA, United States · Form ADV filed May 13, 2022
- Regulatory AUM
- $6.26B Form ADV · Item 5.F
- Client accounts
- 5,606 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,359 | $4,078,629,456 | 65.2% |
| Individuals | 4,550 | $1,630,284,696 | 26.0% |
| Insurance companies | Fewer than 5 | $235,190,090 | 3.8% |
| Corporations & businesses | 117 | $226,644,873 | 3.6% |
| Pooled investment vehicles | 4 | $63,781,499 | 1.0% |
| Charities | 35 | $14,279,100 | 0.2% |
| Retirement plans | 74 | $9,155,862 | 0.1% |
| Other clients | 731 | $353,452 | 0.0% |
Filing source
Form ADV 1651697 · May 13, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 13, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
ONE FRANKLIN PARKWAYSAN MATEO, CA, 94403-1906, United States
CRD 111372
Filing source
Form ADV 1651697 · May 13, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.