Franklin Templeton Investments Corp.

RIASEC Registered

Total AUM

$12.8B

Discretionary

$12.8B

100% of AUM

Avg account

$126M

Accounts

101

Employees

193

Advisory reps

Firm details

Headquarters: Toronto Ontario,
CRD number: 111364
Registered since: December 6, 2000
Website: www.franklintempleton.com
Custodians: STATE STREET BANK AND TRUST COMPANY, ROYAL BANK OF CANADA
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles82.27%
Investment Companies7.24%
Sovereign Wealth Funds5.3%
Charitable Organizations2.13%
Pension & Profit Sharing Plans1.75%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Franklin Templeton Investments Corp. is a corporate, SEC-registered institutional RIA that serves both individual and family clients and institutional investors. Registered in 2000, the firm operates under a domestic ownership structure and combines advisory roles with broker-dealer and CPO/CTA activities. Its advisory work includes portfolio management for investment companies and for businesses or institutions. Compensation mixes a percentage-of-AUM component with performance-based fees. The firm identifies as an active ESG investor and is involved in a range of industry roles, including acting as a sponsor/GP or managing member of pooled investment vehicles.