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 the wealth-management arm operating within the Franklin Templeton ecosystem that provides advisory services to individuals, families and institutional clients. Registered with the SEC since 2007 as an LLC, the firm offers portfolio management for both individual/small business clients and for businesses or institutions. Its business model is fee-based — clients are charged a percentage of assets under management — and the adviser flags ESG as an active element of its investment approach. The firm also has a range of industry roles beyond pure advisory work, including broker-dealer activity, trust company functions and sponsorship/GP roles for pooled investment vehicles, which broadens the types of products and vehicles it can deploy for clients.