RIA · CRD 111361SEC-Registered

Updated:

Franklin Advisory Services

Franklin Advisory Services, LLC is an SEC-registered investment adviser in San Mateo, CA, registered since 1996. The firm manages approximately $14.1 billion...

Franklin Advisory Services

Franklin Advisory Services, LLC is an SEC-registered investment adviser in San Mateo, CA, registered since 1996. The firm manages approximately $14.1 billion in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Does Franklin Advisory Services participate in fund commitments or only direct deals?

No public data clarifies the firm's vehicle preference. Family offices of this size often invest through a mix of commingled funds and direct co-investments, but verification requires direct inquiry.

What investment stages does Franklin Advisory Services target?

Target stages are undefined. No sector or lifecycle preferences are publicly available.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles