Franklin Templeton is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Illinois, and New York (although they are present in other states as well).
Most Franklin Templeton clients are hospitals and health and welfare funds with revenues ranging from $27 million to $664 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 2 | Brooklyn Community Services (BCS) | 501(c)(3) | Brooklyn, NY | ||
| 3 | Andrew W. Mellon Foundation | 501(c)(3) | New York, NY | ||
| 4 | The Spencer Foundation | 501(c)(3) | Chicago, IL | ||
| 5 | North Central College | 501(c)(3) | Naperville, IL | ||
| 6 | HMH Hospitals Corporation | 501(c)(3) | Neptune, NJ | ||
| 7 | Huntington Health | 501(c)(3) | Pasadena, CA | ||
| 8 | Calvert School | 501(c)(3) | Baltimore, MD | ||
| 9 | Columbia Community Mental Health | 501(c)(3) | St Helens, OR | ||
| 10 | South Lake Hospital | 501(c)(3) | Clermont, FL | ||
| ... | and 17 more Franklin Templeton not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Franklin Templeton in the nonprofit sector include Colonial Consulting, Sageview Advisory Group, State Street Bank and Trust, Mcdermott Will and Emery, Fiduciary Investment Advisors, LLC, Wellington Trust Company, Invesco Distributors, Inc., Federated, Envestnet Retirement Solutions, LLC, and Adp Broker-Dealer.
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