Franklin, Parlapiano, Turner & Welch LLC

RIASEC Registered
Total AUM
$811M
Discretionary
$811M
100% of AUM
Avg account
$7.7M
Accounts
105
Employees
9
Advisory reps
5

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

FINTRX

Overview

Franklin, Parlapiano, Turner & Welch LLC is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2007) and is owned by an individual. Its client focus is individuals and families, and it charges fees based on a percentage of assets under management. Primary advisory services are financial planning and portfolio management for individuals and small businesses. The firm reports no active ESG investing program and is not structured as a capital allocator or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 34%, US Government Bonds 7%, State & Local Bonds 6%, Cash & Cash Equivalents 4%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds34%
  • US Government Bonds7%
  • State & Local Bonds6%
  • Cash & Cash Equivalents4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 19

Active vs passive

$259M in ETFs

Passive

100%

$259M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$74.3M105,99328.69%
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Location

Primary office

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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