Franklin Advisory Services, LLC

Overview

Franklin Advisory Services, LLC is an SEC-registered limited liability company that has been advising clients since 1996. The firm focuses on institutional relationships and charges fees based on a percentage of assets under management. It performs portfolio management for investment companies and pooled investment vehicles and is identified as a commodity pool operator or commodity trading adviser (CPO/CTA) in its business activities. Franklin is not classified as a multi-state adviser, does not describe itself as an active ESG investor, and is not listed as a capital allocator or related adviser. The firm maintains a set of industry roles beyond traditional advisory services: FINTRX lists affiliations that include broker-dealer activity, other investment advisory functions, banking or thrift institution connections, trust company services, and participation as sponsor, general partner, or managing member of pooled investment vehicles. These relationships suggest the firm can both advise and participate in the structuring or management of pooled funds and commodity vehicles.

Assets & Accounts

Investments & Alternatives