Franklin Investment Advisory Services, LLC is a large advisory firm based in San Mateo. It manages $8.36 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Franklin Investment Advisory Services provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Franklin Investment Advisory Services, LLC is $8.36 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 351% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Franklin Investment Advisory Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Greg Eugene Johnson has been acting as President since 1 Jul 2003. Mark Lecho Constant joined the executive team most recently as the Treasurer.
The principal office where Franklin Investment Advisory Services, LLC performs its advisory services is located at One Franklin Parkway, San Mateo, CA 94403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-312-3000 or by fax 650-525-7141. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.franklintempleton.com.