RIA Intel›Advisers›California›TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

Advisory

SAN MATEO, CA

Data as of Sep 23, 2004 · Source: SEC Form ADV

Total AUM
$926M
1-Year AUM Growth
0.0%
3-Year CAGR
-20.7%
Employees
0
Assets Under Management
Total AUM$926M
Discretionary AUM$926M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingMay 1, 2001
Latest FilingSep 23, 2004
🔒 Full AUM trend chart and 22 historical filings spanning 3+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →