FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
CRD #111372 SEC #801-13802 SAN MATEO, CA 800-822-8464
SEC Registered
Total AUM
$6.3B
Discretionary
$6.3B
Employees
5
Clients
--
Accounts
5,606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $6.3B | $6.3B | $0 | 5 | 1,265 |
| Dec 2021 | $6.3B | $6.3B | $0 | 5 | 1,265 |
| Aug 2021 | $4.3B | $4.3B | $0 | 16 | 17 |
| Jul 2021 | $4.3B | $4.3B | $0 | 16 | 17 |
| Mar 2021 | $4.3B | $4.3B | $0 | 16 | 17 |
| Feb 2021 | $4.3B | $4.3B | $0 | 16 | 17 |
| Feb 2021 | $4.3B | $4.3B | $0 | 16 | 17 |
| Dec 2020 | $4.3B | $4.3B | $21 | 16 | 17 |
| Jul 2020 | $4.1B | $4.1B | $0 | 15 | 12 |
| Jun 2020 | $4.1B | $4.1B | $0 | 15 | 12 |
| Apr 2020 | $4.1B | $4.1B | $0 | 15 | 12 |
| Jan 2020 | $4.1B | $4.1B | $0 | 15 | 12 |
| Dec 2019 | $4.1B | $4.1B | $0 | 15 | 12 |
| Oct 2019 | $4.1B | $4.1B | $0 | 14 | 13 |
| Jun 2019 | $4.1B | $4.1B | $0 | 14 | 13 |
| Dec 2018 | $4.1B | $4.1B | $0 | 14 | 13 |
| Dec 2017 | $4.7B | $4.7B | $0 | 14 | 26 |
| Dec 2016 | $4.9B | $4.9B | $0 | 15 | 6,100 |
| Nov 2016 | $5.1B | $5.1B | $0 | 15 | 6,300 |
| Jul 2016 | $5.1B | $5.1B | $0 | 15 | 6,300 |
| Apr 2016 | $5.1B | $5.1B | $0 | 15 | 6,300 |
| Dec 2015 | $5.1B | $5.1B | $0 | 15 | 6,300 |
| Oct 2015 | $4.9B | $4.9B | $0 | 24 | 6,500 |
| Mar 2015 | $4.9B | $4.9B | $0 | 24 | 6,500 |
| Feb 2015 | $4.9B | $4.9B | $0 | 24 | 6,500 |
| Dec 2014 | $4.9B | $4.9B | $0 | 24 | 6,500 |
| Aug 2014 | $5.6B | $5.6B | $0 | 25 | 6,800 |
| Jan 2014 | $5.6B | $5.6B | $0 | 25 | 6,800 |
| Dec 2013 | $5.6B | $5.6B | $0 | 25 | 6,800 |
| Nov 2013 | $6.3B | $6.1B | $229.9M | 41 | 7,468 |
| Mar 2013 | $6.3B | $6.1B | $229.9M | 41 | 7,468 |
| Dec 2012 | $6.3B | $6.1B | $229.9M | 41 | 7,468 |
| Jun 2012 | $6.7B | $6.2B | $444.2M | 51 | 8,500 |
| Mar 2012 | $6.7B | $6.2B | $444.2M | 51 | 8,500 |
| Dec 2011 | $6.5B | $6.1B | $456.5M | 51 | 8,500 |
| Feb 2011 | $6.8B | $6.2B | $569.5M | 51 | -- |
| Dec 2010 | $6.8B | $6.2B | $569.5M | 51 | -- |
| Dec 2007 | $7.8B | $7.1B | $730.6M | 51 | -- |
| Mar 2007 | $6.1B | $6B | $154.5M | 51 | -- |
| Jan 2007 | $6.1B | $6B | $154.5M | 51 | -- |
| Dec 2006 | $6.4B | $6.3B | $154.5M | 51 | -- |
| Jan 2006 | $6.1B | $5.9B | $180.4M | 51 | -- |
| Dec 2005 | $6.1B | $5.9B | $180.4M | 51 | -- |
| May 2005 | $5.4B | $5.2B | $230.1M | 51 | -- |
| Dec 2004 | $5.4B | $5.2B | $230.1M | 51 | -- |
| Jun 2004 | $3.7B | $3.7B | $24.6M | 51 | -- |
| Dec 2003 | $3.7B | $3.7B | $24.6M | 51 | -- |
| Apr 2002 | $2.1B | $2.1B | $27.8M | 51 | -- |
| Aug 2001 | $1.7B | $1.7B | $54.8M | 51 | -- |
| Jul 2001 | $1.7B | $1.7B | $54.8M | 51 | -- |
| Jul 2001 | $1.7B | $1.7B | $54.8M | 51 | -- |
DateMay 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees5
Clients1,265
DateDec 2021
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees5
Clients1,265
DateAug 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees16
Clients17
DateJul 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees16
Clients17
DateMar 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees16
Clients17
DateFeb 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees16
Clients17
DateFeb 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees16
Clients17
DateDec 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$21
Employees16
Clients17
DateJul 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees15
Clients12
DateJun 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees15
Clients12
DateApr 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees15
Clients12
DateJan 2020
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees15
Clients12
DateDec 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees15
Clients12
DateOct 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees14
Clients13
DateJun 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees14
Clients13
DateDec 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees14
Clients13
DateDec 2017
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees14
Clients26
DateDec 2016
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees15
Clients6,100
DateNov 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees15
Clients6,300
DateJul 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees15
Clients6,300
DateApr 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees15
Clients6,300
DateDec 2015
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees15
Clients6,300
DateOct 2015
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees24
Clients6,500
DateMar 2015
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees24
Clients6,500
DateFeb 2015
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees24
Clients6,500
DateDec 2014
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees24
Clients6,500
DateAug 2014
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees25
Clients6,800
DateJan 2014
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees25
Clients6,800
DateDec 2013
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees25
Clients6,800
DateNov 2013
Total AUM$6.3B
Discretionary$6.1B
Non-Disc.$229.9M
Employees41
Clients7,468
DateMar 2013
Total AUM$6.3B
Discretionary$6.1B
Non-Disc.$229.9M
Employees41
Clients7,468
DateDec 2012
Total AUM$6.3B
Discretionary$6.1B
Non-Disc.$229.9M
Employees41
Clients7,468
DateJun 2012
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$444.2M
Employees51
Clients8,500
DateMar 2012
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$444.2M
Employees51
Clients8,500
DateDec 2011
Total AUM$6.5B
Discretionary$6.1B
Non-Disc.$456.5M
Employees51
Clients8,500
DateFeb 2011
Total AUM$6.8B
Discretionary$6.2B
Non-Disc.$569.5M
Employees51
Clients--
DateDec 2010
Total AUM$6.8B
Discretionary$6.2B
Non-Disc.$569.5M
Employees51
Clients--
DateDec 2007
Total AUM$7.8B
Discretionary$7.1B
Non-Disc.$730.6M
Employees51
Clients--
DateMar 2007
Total AUM$6.1B
Discretionary$6B
Non-Disc.$154.5M
Employees51
Clients--
DateJan 2007
Total AUM$6.1B
Discretionary$6B
Non-Disc.$154.5M
Employees51
Clients--
DateDec 2006
Total AUM$6.4B
Discretionary$6.3B
Non-Disc.$154.5M
Employees51
Clients--
DateJan 2006
Total AUM$6.1B
Discretionary$5.9B
Non-Disc.$180.4M
Employees51
Clients--
DateDec 2005
Total AUM$6.1B
Discretionary$5.9B
Non-Disc.$180.4M
Employees51
Clients--
DateMay 2005
Total AUM$5.4B
Discretionary$5.2B
Non-Disc.$230.1M
Employees51
Clients--
DateDec 2004
Total AUM$5.4B
Discretionary$5.2B
Non-Disc.$230.1M
Employees51
Clients--
DateJun 2004
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$24.6M
Employees51
Clients--
DateDec 2003
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$24.6M
Employees51
Clients--
DateApr 2002
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$27.8M
Employees51
Clients--
DateAug 2001
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$54.8M
Employees51
Clients--
DateJul 2001
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$54.8M
Employees51
Clients--
DateJul 2001
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$54.8M
Employees51
Clients--