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Franklin Advisory Services, LLC

● SEC registered since 1996CRD 111361SEC# 801-51967San Mateo, CA
Export (members)
Reg. AUM
$9.18B
Employees
2
Accounts
57
Location
San Mateo, CA

Franklin Advisory Services, LLC assets under management

Franklin Advisory Services, LLC is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 1996. It reports $9.2 billion in regulatory assets under management and employs 2 people.

Franklin Advisory Services, LLC owners & executives

6 reported
NameTitleOwnershipSince
Franklin Advisers, Inc. ControlMemberOver 75%2021
Fred Steven JensenChief Compliance OfficerUnder 5%2021
Leeor Paul AvigdorTreasurerUnder 5%2023
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Frequently asked questions

How much does Franklin Advisory Services, LLC manage?

Franklin Advisory Services, LLC reports $9.2 billion in regulatory assets under management on its Form ADV.

How many employees does Franklin Advisory Services, LLC have?

Franklin Advisory Services, LLC reports 2 employees.

Where is Franklin Advisory Services, LLC located?

Franklin Advisory Services, LLC is based in San Mateo, CA and has been SEC-registered since 1996.

Does Franklin Advisory Services, LLC disclose fund performance?

Franklin Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Franklin Parkway, San Mateo, CA 94403-1906
Phone(650) 312-3000
Office hours8:30 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1027814
Discloses disciplinary historyYes

Assets under management

Discretionary$9.18B
Non-discretionary$0
Total (RAUM)$9.18B