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TEMPLETON INVESTMENT COUNSEL, LLC

300 Southeast 2nd Street
Ft. Lauderdale, Florida 33301
Tel: (954) 527-7500

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About TEMPLETON INVESTMENT COUNSEL, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#111370
SEC#801-15125
Assets Managed by Firm$6,395,630,706
No. of Clients540
No. of Advisors34

Fee Structure

  • A percentage of AUM

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 ClientsAUM
Firm Total540$6,395,630,706
Individuals (other than high net worth individuals)506$137,594,133
High net worth individualsFewer than 5 clients$3,434,003
Pension and profit sharing plans5$258,644,378
Other investment advisersFewer than 5 clients$8,431,155
Corporations or other businessesFewer than 5 clients$1,034,060

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CORIENT
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ELLIOTT INVESTMENT MANAGEMENT L.P.
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$97,371,716,80438578
DOUBLELINE CAPITAL LP
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$92,968,371,160146264

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