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Philippe Jean Michel Brugere-Trelat

FRANKLIN MUTUAL ADVISERS, LLC·SHORT HILLS, New Jersey
FRANKLIN MUTUAL ADVISERS, LLC
101 JOHN F. KENNEDY PARKWAY, SHORT HILLS, NJ 07078CRD# 1357307Firm CRD# 111376

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philippe Jean Michel Brugere-Trelat · SHORT HILLS, NJ
Registration
CRD #1357307 · FRANKLIN MUTUAL ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Philippe Jean Michel Brugere-Trelat is a registered financial advisor based in SHORT HILLS, New Jersey, affiliated with FRANKLIN MUTUAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FRANKLIN MUTUAL ADVISERS, LLC
FRANKLIN MUTUAL ADVISERS, LLC
AUM
$42.6B
Regulatory assets under management
Employees
50
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1357307
Firm CRD# 111376
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philippe Jean Michel Brugere-Trelat offer?
Philippe Jean Michel Brugere-Trelat specializes in Investment Management, Retirement Planning. Contact their office in SHORT HILLS, New Jersey for a consultation.
What are Philippe Jean Michel Brugere-Trelat's credentials?
Philippe Jean Michel Brugere-Trelat is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philippe Jean Michel Brugere-Trelat located?
Philippe Jean Michel Brugere-Trelat is based in SHORT HILLS, New Jersey, working with FRANKLIN MUTUAL ADVISERS, LLC. Their office serves clients in the SHORT HILLS metropolitan area and surrounding communities.
How does Philippe Jean Michel Brugere-Trelat charge for services?
Philippe Jean Michel Brugere-Trelat's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANKLIN MUTUAL ADVISERS, LLC?
FRANKLIN MUTUAL ADVISERS, LLC has approximately 50 employees and manages $42.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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