|
⚲
|
| Franklin Templeton Private Portfolio Group LLC
✚
|
|
|---|---|
| CRD # | 142219 |
| SEC # | 801-67411 |
| CIK # | |
| AUM | $94.6 BB (2023-03-10) |
| Employees | 16 (12% Investors, 62% Brokers) |
| Phone | 212-805-2000 |
| Address | 620 8th Avenue New York, NY 10018 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134,178 | 42.7 |
| (b) Individuals (high net worth individuals) | 3,063 | 10.7 |
| (c) Banking or thrift institutions | 6 | 0.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,120 | 1.4 |
| (h) Charitable organizations | 866 | 2.8 |
| (i) State or municipal government entities | 16 | 0.1 |
| (j) Other investment advisers | 88 | 33.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,999 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 141,326 | 94.6 |
| By Discretionary | ||
| Discretionary | 141,271 | 61.2 |
| Non-Discretionary | 55 | 33.4 |
| Total | 141,326 | 94.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 94.4 | |
| Total | 141,326 | 94.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 119.8 |
|
Insight North America LLC
✚
|
NY | 119.2 |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 103.1 |
|
Putnam Investment Management LLC
✚
|
MA | 91.2 |
|
Income Research & Management
✚
|
MA | 89.0 |
|
NFP Retirement Inc
✚
|
CA | 75.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
66.4 | |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
|
NEPC LLC
✚
|
MA | 63.6 |
|
Sterling Capital Management LLC
✚
|
NC | 62.8 |