Franklin Advisers, Inc.

Overview

Franklin Advisers, Inc. is an SEC registered investment adviser based in San Mateo, CA, registered since 1986. It reports $509B in assets under management across 25,018 accounts, with 384 employees.

Reported AUM

$509B

Discretionary

99%

Accounts

25,018

Average account

$20.4M

Employees

384

Registered since

1986

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Other clients
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 15

• Edward Douglas Perks President, Director CRD 2320408
• Bjorn Anthony Davis Chief Compliance Officer CRD 4104631
• Christian Kanan Correa Chief Investment Officer CRD 4464707

12 more executive officers, with direct contact details

Location

Headquarters

1 Franklin Pkwy Bldg 970 Fl 1
San Mateo, CA 94403

County

San Mateo

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: franklinglobaltrust.com

Every state, with registration dates

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