One Franklin Parkway
Building 970, 1st Floor
San Mateo, California 94403
Tel: (650) 312-3000
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$362,992,567,571 | 746 | 306 |
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