Franklin Templeton Private Portfolio Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 24, 2026, reports $139.9B in regulatory assets under management, 15 employees, and 179,726 accounts.
Assets Under Management
$139.9B
Employees
15
Offices
--
Total Clients
179,738
Primary office
NEW YORK, NY
ONE MADISON AVENUE, 18TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.4% of total clients.
Top client categories% of clientsClients
1
Individuals
97.4%
174,985
2
Corporations
1.1%
2,027
3
Pension Plans
0.6%
1,030
4
HNWI
0.5%
920
5
Charitable
0.3%
606
Additional categories (<0.1%)
Banks25 clients
Government16 clients
Insurance Cos.5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139.9Bas of April 24, 2026
Discretionary62.5%
$87.4B
63% of total RAUM62.5%
Non-discretionary37.5%
$52.5B
37% of total RAUM37.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$139.9B
Total Accounts179,726
10Y AUM Change+$87.2B (+165.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee11983:1
10Y Employee Change+5 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.