CRD: 142219
Franklin Templeton Private Portfolio Group, LLC
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- Custodian
- Merrill Lynch · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-19-2007
- Office Locations
- 1
Office Locations
About Franklin Templeton Private Portfolio Group, LLC
Franklin Templeton Private Portfolio Group, LLC is a NEW York-based RIA. The firm has been operating for 19 years. Managing $139.9B in total assets under management, with 2 advisory representatives. They custody assets with Merrill Lynch and Morgan Stanley.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $139.9B between December 5, 2025 and August 28, 2026.
Across 5 reported observations, AUM increased 47.9% between December 1, 2022 and August 28, 2026, from $94.6B to $139.9B.
Of the latest reported AUM, 62.5% is discretionary and 37.5% is non-discretionary.
The firm reports 2 advisory representatives and 179,741 clients, or 89,870.5 clients per representative. That equates to $778.3K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on August 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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The full Franklin Templeton Private Portfolio Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL BRIAN CHASAN
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
JASNA BRBLIC DOLGOV
General Counsel
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JONATHAN EDWIN BLAKE
Financial Advisor, General Partner
- CRD
- #4840019
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,428,110,516 | $486,609 |
| Non-Discretionary | $52,456,654,908 | $904,425,085 |
| Total | $139,884,765,424 | $778,322 |
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Separately Managed Accounts
SMA allocation detail is available
Franklin Templeton Private Portfolio Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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