Franklin Templeton Private Portfolio Group, LLC

RIASEC RegisteredEst. 2007

Total AUM

$140B

Discretionary

$87.4B

63% of AUM

Avg account

$778K

Accounts

179,726

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 142219
Registered since: January 19, 2007
Custodians: MORGAN STANLEY & CO. LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM
Client types: Individuals54.12%
Other Investment Advisers37.34%
Corporations / Businesses3.19%
Charitable Organizations2.22%
HNWI2.21%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Franklin Templeton Private Portfolio Group, LLC is a non-independent retail registered investment adviser operating as an affiliated private wealth arm of the Franklin Templeton organization. The firm provides discretionary and non-discretionary portfolio management for individuals, families, small businesses and institutions, charging fees as a percentage of assets under management. Its regulatory profile indicates activity beyond pure advisory services: the firm is linked to broker‑dealer activity, trust company functions, commodity pool/CTA roles and serves as sponsor or managing member of pooled investment vehicles. The adviser identifies as an active ESG investor and does not present itself as a stand‑alone capital allocator.