Franklin Portfolio Associates LLC is a large advisory firm based in Boston. It manages $26.7 billion of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Franklin Portfolio Associates 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.
The assets under management (AUM) of Franklin Portfolio Associates LLC is $26.7 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Franklin Portfolio Associates LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Phillip Nicholas Maisano has been acting as President since 1 Dec 2006. Oliver Ellsworth Buckley joined the executive team most recently as the Chief Executive Officer, Cio & Director Of Manager.
The principal office where Franklin Portfolio Associates LLC performs its advisory services is located at One Boston Place, Boston, MA 02108 4407, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-248-4500 or by fax 617-248-4540. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.franklinportfolioassociates.com.