Key facts
- FRANKLIN ADVISORY SERVICES, LLC is a other based in SAN MATEO, CA.
- FRANKLIN ADVISORY SERVICES, LLC reports $4.9B in regulatory assets under management, per its SEC Form ADV (2025-12).
Registered with the SEC
Form ADV · 2025-12 · CRD 111361- Regulatory AUM
- $4.9B
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- SAN MATEO, CA
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for FRANKLIN ADVISORY SERVICES, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is FRANKLIN ADVISORY SERVICES, LLC's AUM?
- FRANKLIN ADVISORY SERVICES, LLC manages approximately $4.9B in assets.