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FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
CRD 142219 · SEC 801-67411
ONE MADISON AVENUE, 18TH FLOOR, NEW YORK, NY, 10010, United States
Phone
212-805-2000
Fax
877-638-5508
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.88B
Discretionary AUM
$87.43B
Team
15 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174985 | $75.71B |
| High net worth individuals | 920 | $3.09B |
| Banking/thrift institutions | 25 | $250.4M |
| Pension/profit sharing plans | 1030 | $696.1M |
| Charitable organizations | 606 | $3.10B |
| State/municipal entities | 16 | $336.0M |
| Other investment advisers | 124 | $52.24B |
| Insurance companies | 5 | $3.3M |
| Corporations/business entities | 2027 | $4.46B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
Official SEC filing: View on IAPD