|
⚲
|
| Franklin Parlapiano Turner & Welch LLC
✚
|
|
|---|---|
| CRD # | 114465 |
| SEC # | 801-67608 |
| CIK # | 0001707856 |
| AUM | $811.5 M (2026-03-24) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 281-599-3129 |
| Address | 15115 Park Row Houston, TX 77084-4945 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001707856 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Hubbell Inc | 11.0 | ||
| Johnson & Johnson | 11.0 | ||
| United Technologies Corp /DE/ | 10.8 | ||
| Novartis AG | 9.9 | ||
| Expeditors International of Washington Inc | 9.9 | ||
| Visa Inc | 9.6 | ||
| Wisconsin Energy Corp | 9.4 | ||
| Canadian National Railway Co | 8.9 | ||
| Microsoft Corp | 8.5 | ||
| Public Storage | 8.5 | ||
| Air Products & Chemicals Inc /DE/ | 8.5 | ||
| Procter & Gamble Co | 7.6 | ||
| Stryker Corp | 7.5 | ||
| Houlihan Lokey Inc | 7.2 | ||
| PepsiCo Inc | 7.0 | ||
| Marsh & McLennan Companies Inc | 6.9 | ||
| Medtronic Holdings Ltd | 6.7 | ||
| Check Point Software Technologies Ltd | 5.9 | ||
| Conocophillips | 4.7 | ||
| Accenture PLC | 4.3 | ||
| Phillips 66 | 4.1 | ||
| Apple Inc | 3.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.8 |
| (b) Individuals (high net worth individuals) | 104 | 810.6 |
| (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 | 105 | 811.5 |
| By Discretionary | ||
| Discretionary | 105 | 811.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 105 | 811.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 811.5 | |
| Total | 105 | 811.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001707856] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
A N Culbertson & Company Inc
✚
|
VA | 0.8 |
|
SSA Swiss Advisors AG
✚
|
0.8 | |
|
Shulman Demeo Asset Management LLC
✚
|
NY | 0.8 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.8 |
|
Integris Wealth Management LLC
✚
|
CA | 0.8 |
|
The Advocate Group LLC
✚
|
MN | 0.8 |
|
Zanetti Financial LLC
✚
|
NM | 0.8 |
|
Tanglewood Legacy Advisors LLC
✚
|
TX | 0.8 |
|
Firestone Capital Management Inc
✚
|
FL | 0.8 |
|
Great Diamond Partners LLC
✚
|
ME | 0.8 |