Templeton/Franklin Investment Services,Inc. (San Mateo)

Name: Templeton/Franklin Investment Services,Inc.
Address: One Franklin Parkway, San Mateo, CA, 94403 1906
Telephone: 800-822-8464

Templeton/Franklin Investment Services,Inc. is a large advisory firm based in San Mateo. It manages $926 million of regulatory assets for 1,792 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 43 other states.

Templeton/Franklin Investment Services provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Templeton/Franklin Investment Services: assets under management

The assets under management (AUM) of Templeton/Franklin Investment Services,Inc. is $926 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $926 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $516.74 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Templeton/Franklin Investment Services,Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Templeton/Franklin Investment Services,Inc.

Martin Lawrence Flanagan has been acting as President since 1 Jun 1995. Kenneth Allan Lewis joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael John Corcoran	Chief financial officer/designated financial principal	1 Aug 1993	Other	2347458
Harmon Evan Burns	Director/exec. vp	1 Sep 1994	Other	1025308
Harry Griffin Jr Mumford	Exec. vp/ pres. (president bank trust sales div.)	1 Sep 1994	Other	1237121
James Murrell Davis	Chief compliance officer	1 Sep 1994	Other	703327
Martin Lawrence Flanagan	Director	1 Jun 1995	Other	2111957
Gary Motyl	Senior vice president/portfolio management supervisor - tpa div.	1 Dec 1999	Other	2511508
Gary Paul Motyl	Senior vice president/portfolio management supervisor - tpcg div.	1 Dec 1999	Other	2511508
David Lee Allard	Vice president (svp, coo & compliance officer - tpcg)	1 Jan 2000	Other	3062
Greg Eugene Johnson	Director, president and ceo	1 May 2000	Other	1549998
Edward Vincent Mcvey	Executive vice president (president - tpcg div.)	1 May 2000	Other	330552
Kent Preston Strazza	Vice president (president & ceo - ftpcg)	1 May 2000	Other	1337183
Inc. Templeton Worldwide	Shareholder 100%	1 Sep 2000	75% - 100%	94-3167260
Kenneth Allan Lewis	Treasurer	1 Apr 2004	Other	2111961
Robert Lim	Chief compliance officer	1 Apr 2004	Other	3070529

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Franklin Resources	Shareholder	1 Oct 1992	75% - 100%	13-2670991

Based in San Mateo

The principal office where Templeton/Franklin Investment Services,Inc. performs its advisory services is located at One Franklin Parkway, San Mateo, CA 94403 1906, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-822-8464 or by fax 650-312-4208. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.franklintempleton.com.