FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 114465
- Registered since
- March 29, 2007
- Website
- www.fptwllc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.9%
- Individuals0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Franklin, Parlapiano, Turner & Welch LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm is owned by individuals and concentrates on serving individual and family clients, charging fees as a percentage of assets under management. Core advisory services are financial planning and portfolio management geared toward individuals and small businesses. The firm reports it is not an active ESG investor, does not operate as a capital allocator, and is not positioned as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds34%
- US Government Bonds7%
- State & Local Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1JOSEPH DYAL
Chief Compliance OfficerCRD 5411605
Contacts
3 of 3JOHN PARLAPIANO
Investment AdviserCRD 5499559
PAUL TROYER
PrincipalCRD 5053080
PETER PARLAPIANO
PrincipalCRD 5177861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$229M in ETFs
100%
$229M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $72.7M | 111,614 | 31.72% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 15115 Park Row
- Time zone
- CT (UTC-6)
- Office locations
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