Franklin Advisory Services, LLC

Overview

Franklin Advisory Services, LLC is a limited liability company functioning as an institutional registered investment adviser since 1996. The firm’s client base is institutional and it charges fees as a percentage of assets under management. Its advisory scope includes portfolio management for investment companies and pooled investment vehicles, and it operates in a Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) capacity. Franklin is affiliated with a range of financial entities — including broker-dealers, other investment advisers, banking or thrift institutions, trust companies, and sponsors/general partners of pooled vehicles — and it appears to serve both advisory and sponsor/manager roles. The firm does not position itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices