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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Franklin Parlapiano Turner & Welch LLC
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| CRD # | 114465 |
| SEC # | 801-67608 |
| CIK # | 0001707856 |
| AUM | $771.0 M (2025-07-24) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 281-599-3129 |
| Address | 15115 Park Row Houston, TX 77084-4945 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.3 | ||
| VISA Inc | 10.5 | ||
| United Technologies Corp /DE/ | 10.5 | ||
| Houlihan Lokey Inc | 10.0 | ||
| Exxon Mobil Corp | 9.6 | ||
| Hubbell Inc | 9.5 | ||
| Novartis AG | 9.2 | ||
| Wisconsin Energy Corp | 8.9 | ||
| Procter & Gamble Co | 8.1 | ||
| Air Products & Chemicals Inc /DE/ | 8.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.8 |
| (b) Individuals (high net worth individuals) | 103 | 770.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 104 | 771.0 |
| By Discretionary | ||
| Discretionary | 104 | 771.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 104 | 771.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 771.0 | |
| Total | 104 | 771.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001707856] |
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MA | 0.8 |
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Delta Investment Management LLC
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Palo Alto Wealth Advisors LLC
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|
Unique Wealth LLC
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FL | 0.8 |
|
TSG Advice Partners LLC
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OH | 0.8 |
|
Evernest Financial Advisors
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IN | 0.8 |