Franklin Templeton Portfolio Advisors is an investment advisor in San Mateo with $6.26 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
942480161
SEC advisor number
801-13802
FINRA CRD number
111372
AUM ?
$6.26 bn
(as of 13 May 22)
Accounts
5,606
(as of 13 May 22)
Employees
5
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
10 May 16
13F-NT/A
Notice of holdings reported by another manager (amended)
27 Apr 16
13F-NT
Notice of holdings reported by another manager
12 Feb 16
13F-NT
Notice of holdings reported by another manager
10 Nov 15
13F-NT
Notice of holdings reported by another manager
12 Aug 15
13F-NT
Notice of holdings reported by another manager
14 May 15
13F-NT
Notice of holdings reported by another manager
10 Feb 15
13F-NT
Notice of holdings reported by another manager
12 Nov 14
13F-NT
Notice of holdings reported by another manager
12 Aug 14
13F-NT
Notice of holdings reported by another manager
13 May 14