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FRANKLIN ADVISORY SERVICES, LLC
FRANKLIN ADVISORY SERVICES, LLC
SAN MATEO, California
·
4 registered advisors
·
CRD# 111361
SEC# 801-51967
0
(650) 312-3000
01
Firm Overview
AUM
$9.2B
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at FRANKLIN ADVISORY SERVICES, LLC
4 registered advisors
Donald Gregory Taylor
SAN MATEO, California
CRD# 1051977
Margaret Mcgee
RIDGEFIELD PARK, New Jersey
CRD# 1284275
Patrick Hugh Edward O'connor
SAN MATEO, California
CRD# 1969161
William Jennings Lippman
FORT LEE, New Jersey
CRD# 310520
05
Office Locations
SAN MATEO, California
2 advisors
FORT LEE, New Jersey
1 advisor
RIDGEFIELD PARK, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. FRANKLIN ADVISORY SERVICES, LLC (CRD# 111361) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.