Franklin Templeton Portfolio Advisors Inc

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Assets, Funds, Holdings

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Franklin Templeton Portfolio Advisors Inc
CRD #111372
SEC #801-13802
CIK #0001034647
AUM
Employees 5 (40% Investors, 80% Brokers)
Phone800-822-8464
AddressOne Franklin Parkway
San Mateo, CA 94403-1906
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
10.08.06.04.02.00.02000200720152023
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 7.7
AAPL 2,382.8 4.0
AMZN 1,093.0 3.6
NVDA 399.6 2.9
UNH 477.0 2.3
CVX 294.6 2.3
V 419.3 2.3
TXN 142.2 2.3
MA 309.6 2.2
GOOGL 1,475.1 2.1
View All
Holdings by Sector ($BB)
3002401801206002011201520192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 4,550 1.6
(b) Individuals (high net worth individuals) 1,359 4.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 4 0.1
(g) Pension and profit sharing plans 74 0.0
(h) Charitable organizations 35 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.2
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 117 0.2
(n) Other 731 0.0
Total 5,606 6.3
By Discretionary
Discretionary 5,606 6.3
Non-Discretionary 0 0.0
Total 5,606 6.3
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 5.8
Total 5,606 6.3
EDGAR Form CIK 2011 - 2024
13F-NT [0001034647]
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