FRANKLIN ADVISERS, INC.

One Franklin Parkway
Building 970, 1st Floor
San Mateo, California 94403
Tel: (650) 312-3000

About FRANKLIN ADVISERS, INC.

FRANKLIN ADVISERS, INC, formally registered with the SEC as FRANKLIN ADVISERS, INC. The firm was established in 01/30/1986. They have over 8 offices throughout the country.

FRANKLIN ADVISERS, INC. is a San Mateo, California based Financial Planning firm with nearly $467,015,634,913 assets under management, offering retirement planning & investment advisory services to 18979 clients. The firm is staffed with 408 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104517
SEC#	801-26292
Assets Managed by Firm	$467,015,634,913
No. of Clients	18979
No. of Advisors	408

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	18979	$467,015,634,913
Individuals (other than high net worth individuals)	16938	$11,901,818,894
High net worth individuals	239	$914,011,302
Pension and profit sharing plans	147	$2,477,423,461
Charitable organizations	124	$333,552,417
Other investment advisers	60	$2,361,749,441
Corporations or other businesses	735	$2,026,936,069

More Retirement Planning firms in San Mateo, California:

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CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104	$362,992,567,571	746	306

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