300 Southeast 2nd Street
Ft. Lauderdale, Florida 33301
Tel: (954) 527-7500
TEMPLETON INVESTMENT COUNSEL, LLC, formally registered with the SEC as TEMPLETON INVESTMENT COUNSEL, LLC. The firm was established in 04/07/1980. They have over 2 offices throughout the country.
TEMPLETON INVESTMENT COUNSEL, LLC is a Ft. Lauderdale, Florida based Financial Planning firm with nearly $6,395,630,706 assets under management, offering retirement planning & investment advisory services to 540 clients. The firm is staffed with 34 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111370 |
| SEC# | 801-15125 |
| Assets Managed by Firm | $6,395,630,706 |
| No. of Clients | 540 |
| No. of Advisors | 34 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 540 | $6,395,630,706 |
| Individuals (other than high net worth individuals) | 506 | $137,594,133 |
| High net worth individuals | Fewer than 5 clients | $3,434,003 |
| Pension and profit sharing plans | 5 | $258,644,378 |
| Other investment advisers | Fewer than 5 clients | $8,431,155 |
| Corporations or other businesses | Fewer than 5 clients | $1,034,060 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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