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| Franklin Templeton Private Portfolio Group LLC
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|
|---|---|
| CRD # | 142219 |
| SEC # | 801-67411 |
| CIK # | |
| AUM | $105.4 BB (2024-02-01) |
| Employees | 15 (13% Investors, 60% Brokers) |
| Phone | 212-805-2000 |
| Address | 620 8th Avenue New York, NY 10018 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139,089 | 46.5 |
| (b) Individuals (high net worth individuals) | 3,688 | 12.9 |
| (c) Banking or thrift institutions | 7 | 0.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,079 | 1.2 |
| (h) Charitable organizations | 870 | 3.1 |
| (i) State or municipal government entities | 18 | 0.1 |
| (j) Other investment advisers | 54 | 36.5 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,969 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 146,767 | 105.4 |
| By Discretionary | ||
| Discretionary | 146,706 | 68.6 |
| Non-Discretionary | 61 | 36.8 |
| Total | 146,767 | 105.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 105.1 | |
| Total | 146,767 | 105.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Payden & Rygel
✚
|
CA | 142.3 |
|
Global Retirement Partners LLC
✚
|
CA | 140.7 |
|
Insight North America LLC
✚
|
NY | 136.7 |
|
Schroder Investment Management North America Inc
✚
|
NY | 135.4 |
|
Putnam Investment Management LLC
✚
|
MA | 97.9 |
|
Income Research & Management
✚
|
MA | 97.0 |
|
NFP Retirement Inc
✚
|
CA | 96.5 |
|
NEPC LLC
✚
|
MA | 95.4 |
|
Icici Prudential Asset Management Company Limited
✚
|
91.5 | |
|
Aperio Group LLC
✚
|
CA | 80.2 |