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FRANKLIN, PARLAPIANO, TURNER & WELCH LLC

15115 Park Row
Suite 140
Houston, Texas 77084-4945
Tel: 281-599-3129

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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 StatusApproved
Firm CRD#114465
SEC#801-67608
Assets Managed by Firm$771,035,216
No. of Clients104
No. of Advisors9

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 ClientsAUM
Firm Total104$771,035,216
Individuals (other than high net worth individuals)Fewer than 5 clients$761,060
High net worth individuals103$770,274,156

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