Franklin Distributors, LLC
Firm details
- Headquarters
- San Mateo, California
- CRD number
- 109064
- Registered since
- July 16, 2001
- Website
- www.franklintempleton.com
Firm profile
FINTRXOverview
Franklin Distributors, LLC is organized as a limited liability company and has been SEC-registered since 2001. The FINTRX snapshot classifies the firm as a fund distributor rather than a capital allocator or investment manager, and it is identified as a domestic entity/individual ownership structure. The profile indicates the firm does not operate as a multi-state registered investment adviser, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. The available records do not list fee arrangements, advisory activities, or other client-facing business lines, which reinforces the classification as a distribution-focused entity rather than a traditional advisory or asset-management firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 9
Julia Davis
Vice President, Research CoordinatorCRD 4315752

Angela Caggiano
DCIOCRD 6971004

Lindsey Oshita
Chief Accounting OfficerCRD 7183188
Contacts
3 of 766
Dionysios Bazigos
Vice PresidentCRD 5645725

Daniel Miles
Senior Retirement Plan ConsultantCRD 5697567

Michael Kollar
Vice President, Market LeaderCRD 5778929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Mateo, CA
San Mateo
Location
San Mateo, CA
Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 1 Franklin Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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