Franklin Templeton Portfolio Advisors Review


Trust Score 94%
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Last updated: July 21st, 2019. Data source: SEC filings.

Franklin Templeton Portfolio Advisors, federally registered in 1978, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 5 advisors. Franklin Templeton Portfolio Advisors manages $4.1 billion and provides investment advisory services for 4,844 clients (1:969 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $853,796
Hybrid Advisor Yes
Disciplinary History No
Total AUM $4.1 billion
Advisor / Client Ratio 1:969
Headquarters One Franklin Parkway San Mateo, CA 94403-1906
SEC Filings Forms and Brochures    (CRD # 111372)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


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