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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Franklin Templeton Private Portfolio Group LLC
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| CRD # | 142219 |
| SEC # | 801-67411 |
| CIK # | |
| AUM | $125.9 B (2025-07-09) |
| Employees | 15 (13% Investors, 60% Brokers) |
| Phone | 212-805-2000 |
| Address | One Madison Avenue New York, NY 10010 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155,449 | 70.0 |
| (b) Individuals (high net worth individuals) | 531 | 2.3 |
| (c) Banking or thrift institutions | 20 | 0.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 989 | 1.0 |
| (h) Charitable organizations | 727 | 3.3 |
| (i) State or municipal government entities | 13 | 0.3 |
| (j) Other investment advisers | 93 | 43.7 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2,075 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 159,896 | 125.9 |
| By Discretionary | ||
| Discretionary | 159,840 | 82.0 |
| Non-Discretionary | 56 | 44.0 |
| Total | 159,896 | 125.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 125.5 | |
| Total | 159,896 | 125.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 143.4 |
|
Insight North America LLC
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|
NY | 140.4 |
|
Schroder Investment Management North America Inc
✚
|
NY | 138.6 |
|
NEPC LLC
✚
|
MA | 137.3 |
|
NFP Retirement Inc
✚
|
CA | 118.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
113.2 | |
|
Aperio Group LLC
✚
|
CA | 111.4 |
|
Invesco Asset Management Ltd
✚
|
111.4 | |
|
Sammons Financial Group Asset Management LLC
✚
|
IA | 109.8 |
|
Income Research Management
✚
|
MA | 109.0 |