SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Franklin Templeton Private Portfolio Group, LLC
New York, NY
CRD 142219
Firm filing updated August 28, 2026 ·
- $139.9BAssets
- 179,738Clients
- 2Advisory staff
- 179,726Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals174,985
- Corporations or other businesses2,027
- Pension and profit sharing plans1,030
- High net worth individuals920
- Charities606
- and 4 more170
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 174,985 | $75.7 billion |
| High net worth individuals | 920 | $3.1 billion |
| Banking or thrift institutions | 25 | $250.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1,030 | $696.1 million |
| Charitable organizations | 606 | $3.1 billion |
| State or municipal government entities (including government pension plans) | 16 | $336.0 million |
| Other investment advisors | 124 | $52.2 billion |
| Insurance companies | 5 | $3.3 million |
| Corporations or other businesses not listed above | 2,027 | $4.5 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$139.9 billion
- Accounts179,726
- Discretionary$87.4 billion · 179,668 accounts
- Non-discretionary$52.5 billion · 58 accounts
People
- Employees15
- Advisory staff2
- Broker-dealer reps7
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 142219, SEC file 801-67411.
- Registered with the SEC as an investment advisor (status date on record: January 19, 2007).
Is Franklin Templeton Private Portfolio Group, LLC a fiduciary?
Short answer: Franklin Templeton Private Portfolio Group, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 7 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.