Franklin Templeton Investments Corp.

RIASEC RegisteredEst. 2000

Total AUM

$12.8B

Discretionary

$12.8B

100% of AUM

Avg account

$126M

Accounts

101

Employees

193

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 111364
Registered since: December 6, 2000
Website: www.franklintempleton.com
Custodians: STATE STREET BANK AND TRUST COMPANY, ROYAL BANK OF CANADA
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles82.27%
Investment Companies7.24%
Sovereign Wealth Funds5.3%
Charitable Organizations2.13%
Pension & Profit Sharing Plans1.75%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Franklin Templeton Investments Corp. operates as an institutional registered investment adviser and corporation serving both individual & family and institutional clients. The firm is SEC-registered (since 2000) and reports a mixed ownership structure (domestic entity and individual owners). It provides advisory services that include portfolio management for investment companies and for businesses or institutions, while also maintaining broker-dealer and CPO/CTA business lines. Fee arrangements include percentage-of-AUM and performance-based fees. The firm identifies as an active ESG investor and is affiliated across multiple industry roles, including broker-dealer, other investment adviser, banking or thrift institution, trust company, and sponsor/GP/managing member of pooled investment vehicles.