Franklin Templeton is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Florida (although they are present in other states as well).
Most Franklin Templeton clients are outpatient health care practitioners and facilities, hospitals, and health and welfare funds with revenues ranging from $28 million to $440 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 2 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 3 | Brooklyn Community Services (BCS) | 501(c)(3) | Brooklyn, NY | ||
| 4 | Andrew W. Mellon Foundation | 501(c)(3) | New York, NY | ||
| 5 | The Spencer Foundation | 501(c)(3) | Chicago, IL | ||
| 6 | Concepts of Independence | 501(c)(3) | New York, NY | ||
| 7 | North Central College | 501(c)(3) | Naperville, IL | ||
| 8 | HMH Hospitals Corporation | 501(c)(3) | Neptune, NJ | ||
| 9 | Huntington Health | 501(c)(3) | Pasadena, CA | ||
| 10 | Heluna Health Phfe (PHFE) | 501(c)(3) | City of Industry, CA | ||
| ... | and 30 more Franklin Templeton not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Franklin Templeton in the nonprofit sector include Colonial Consulting, Eagle Capital Management LLC, State Street Bank and Trust, Schulte Roth and Zabel LLP, Mcdermott Will and Emery, Optum RX Inc, Kutak Rock LLP, Caron and Bletzer, PLLC, Resources Investment Advisors, Inc., and Sageview Advisory Group.
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