FRANKLIN STREET ADVISORS INC.

1450 Raleigh Road
Suite 300
Chapel Hill, North Carolina 27517-8833
Tel: 919-489-2600

About FRANKLIN STREET ADVISORS INC.

FRANKLIN STREET ADVISORS INC, formally registered with the SEC as FRANKLIN STREET ADVISORS INC. The firm was established in 08/15/1991. They have over 1 offices throughout the country.

FRANKLIN STREET ADVISORS INC. is a Chapel Hill, North Carolina based Financial Planning firm with nearly $3,465,042,044 assets under management, offering retirement planning & investment advisory services to 1563 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106275
SEC#	801-39635
Assets Managed by Firm	$3,465,042,044
No. of Clients	1563
No. of Advisors	39

Fee Structure

A percentage of AUM
Fixed fees
Other (SECURITY RECOMMENDATIONS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INVESTMENT ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	1563	$3,465,042,044
Individuals (other than high net worth individuals)	67	$32,593,390
High net worth individuals	307	$2,619,000,220
Charitable organizations	9	$68,388,561
Corporations or other businesses	16	$490,182,138

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