Franklin Templeton Private Portfolio Group, LLC
New York, NY·SEC-registered · CRD #142219
Franklin Templeton Private Portfolio Group, LLC is an SEC-registered investment advisory firm in New York, NY managing $140B across 180k client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$140B
Client accounts
180k
Advisory staff
2
Fee model
Fee-only
How Franklin Templeton Private Portfolio Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Franklin Templeton Private Portfolio Group, LLC
How much does Franklin Templeton Private Portfolio Group, LLC manage?
Per its most recent SEC Form ADV filing (06/29/2026), Franklin Templeton Private Portfolio Group, LLC reports $140B in regulatory assets under management across roughly 180k client accounts.
How does Franklin Templeton Private Portfolio Group, LLC charge?
Franklin Templeton Private Portfolio Group, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Franklin Templeton Private Portfolio Group, LLC a fiduciary?
Yes. Franklin Templeton Private Portfolio Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #142219), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Franklin Templeton Private Portfolio Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Franklin Templeton Private Portfolio Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Franklin Templeton Private Portfolio Group, LLC's public SEC Form ADV filing (CRD #142219, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Franklin Templeton Private Portfolio Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Franklin Templeton Private Portfolio Group, LLC? Claim this profile.