Franklin Private Client Group, Inc. (San Mateo)

Name: Franklin Private Client Group, Inc.
Address: One Franklin Parkway, San Mateo, CA, 94003 1906
Telephone: 800-822-8464

Franklin Private Client Group, Inc. is a large advisory firm based in San Mateo. It manages $5.42 billion of regulatory assets for 12,161 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Franklin Private Client Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Franklin Private Client Group: assets under management

The assets under management (AUM) of Franklin Private Client Group, Inc. is $5.42 billion. The firm's AUM has grown by 212% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.19 billion in discretionary accounts and $230.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $435.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $996.1 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Franklin Private Client Group, Inc. 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.

Based in San Mateo

The principal office where Franklin Private Client Group, Inc. performs its advisory services is located at One Franklin Parkway, San Mateo, CA 94003 1906, which is also the mailing address of the firm. An additional office of the firm is in Ft. Lauderdale, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-822-8464 or by fax (650) 312-4208. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.franklintempleton.com.

Franklin Private Client Group, Inc. (San Mateo)

Franklin Private Client Group: assets under management

Fees & Commissions

Based in San Mateo

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