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Home > Retirement Planners > texas > houston > FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
15115 Park Row
Suite 140
Houston, Texas 77084-4945
Tel: 281-599-3129
About FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC, formally registered with the SEC as FRANKLIN, PARLAPIANO, TURNER & WELCH LLC. The firm was established in 03/29/2007. They have over 1 offices throughout the country.
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC is a Houston, Texas based Financial Planning firm with nearly $771,035,216 assets under management, offering retirement planning & investment advisory services to 104 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114465 |
| SEC# | 801-67608 |
| Assets Managed by Firm | $771,035,216 |
| No. of Clients | 104 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 104 | $771,035,216 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $761,060 |
| High net worth individuals | 103 | $770,274,156 |
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