Franklin Templeton Asset Strategies, LLC (San Mateo)

Name: Franklin Templeton Asset Strategies, LLC
Address: One Franklin Parkway, San Mateo, CA, 94003 1906
Telephone: 650-312-6505

Franklin Templeton Asset Strategies, LLC is a large advisory firm based in San Mateo. It manages $169.7 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2002.

Franklin Templeton Asset Strategies 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.

Franklin Templeton Asset Strategies: assets under management

The assets under management (AUM) of Franklin Templeton Asset Strategies, LLC is $169.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 579% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $169.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.21 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Franklin Templeton Asset Strategies, LLC 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 Franklin Templeton Asset Strategies, LLC

Vijay Chandur Advani has been acting as President since 1 Jul 2002. Michael R Ward has served as the Chief Investment Officer since 1 Apr 2002. Inc. Templeton Worldwide joined the executive team most recently as the Corp. Parent Of Ftas: 100%.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Endler Johnson	Chairman of the board	1 Jul 2001	Other	1023451
Inc. Templeton Worldwide	Sole member	1 Jul 2001	75% - 100%	94-3167260
Kenneth Allan Lewis	Vice president & chief operating officer	1 Jul 2001	Other	2111961
Charles Robert Sims	Treasurer	1 Oct 2001	Other	4309261
Michael R Ward	Chief investment officer	1 Apr 2002	Other	2280035
Vijay Chandur Advani	President	1 Jul 2002	Other	4393041
Harry Griffin Mumford	Executive vice president	1 Jul 2002	Other	1237121
William Noble Post	Executive vice president	1 Jul 2002	Other	2483880
Jed Andrew Plafker	Director-international	1 Aug 2002	Other	2793695
Terry Paul Robacker	Chief administrative officer	1 Aug 2002	Other	1131554
Martin Lawrence Flanagan	Chairman	1 Oct 2002	Other	2111957
Kenneth Allan Lewis	Treasurer	1 Nov 2002	Other	2111961
Inc. Templeton Worldwide	Corp. parent of ftas: 100%	1 May 2003	75% - 100%	94-3167260
Vijay Chandur Advani	President & director	1 May 2003	Other	4393041
Harry Griffin Mumford	Executive vice president	1 May 2003	Other	1237121
Martin Lawrence Flanagan	Chairman of the board & director	1 May 2003	Other	2111957
Terry Paul Robacker	Chief administrative officer	1 May 2003	Other	1131554
Michael R Ward	Chief investment officer	1 May 2003	Other	2280035
Kenneth Allan Lewis	Treasurer	1 May 2003	Other	2111961
Greg Eugene Johnson	Director	1 May 2003	Other	1549998

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Franklin Resources	Parent corporation of twi: 100%	1 Apr 1999	75% - 100%	13-2670991
Inc. Franklin Resources	Parent corporation of twi: 100%	1 May 2003	75% - 100%	13-2670991

Based in San Mateo

The principal office where Franklin Templeton Asset Strategies, LLC performs its advisory services is located at One Franklin Parkway, San Mateo, CA 94003 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 650-312-6505 or by fax (650) 525-7141. 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.