FRANKLIN ADVISORY SERVICES, LLC

One Franklin Parkway
San Mateo, California 94403-1906
Tel: (650) 312-3000

About FRANKLIN ADVISORY SERVICES, LLC

FRANKLIN ADVISORY SERVICES, LLC, formally registered with the SEC as FRANKLIN ADVISORY SERVICES, LLC. The firm was established in 05/16/1996. They have over 1 offices throughout the country.

FRANKLIN ADVISORY SERVICES, LLC is a San Mateo, California based Financial Planning firm with nearly $9,181,743,533 assets under management, offering retirement planning & investment advisory services to 57 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111361
SEC#	801-51967
Assets Managed by Firm	$9,181,743,533
No. of Clients	57
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	57	$9,181,743,533

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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