Franklin Advisory Services, LLC

Overview

Franklin Advisory Services, LLC is an SEC registered investment adviser based in San Mateo, CA, registered since 1996. It reports $14.1B in assets under management across 66 accounts, with 2 employees.

Reported AUM

$14.1B

Discretionary

100%

Accounts

66

Average account

$213M

Employees

2

Registered since

1996

Jurisdictions

1

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies

Client types

• Investment Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 7

• Sandra Lynn Kaul President CRD 2237915
• Asher Qureshi Chief Operating Officer CRD 5875363
• Bjorn Anthony Davis Chief Compliance Officer CRD 4104631

4 more executive officers, with direct contact details

Location

Headquarters

1 Franklin Pkwy
San Mateo, CA 94403

County

San Mateo

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: franklintempletonoffshore.com

Every state, with registration dates

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