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FRANKLIN ADVISORY SERVICES, LLC

CRD 111361 · SEC 801-51967

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ONE FRANKLIN PARKWAY, SAN MATEO, FL, 94403-1906, United States

Phone

(650) 312-3000

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$14.07B

Discretionary AUM

$14.07B

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

Yes

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Investment companies30$9.21B
Pooled investment vehicles36$4.86B

States served

CA

All web addresses on file

Official SEC filing: View on IAPD