FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
CRD #114465 SEC #801-67608 HOUSTON, TX 281-599-3129
SEC Registered
Total AUM
$771M
Discretionary
$771M
Employees
9
Clients
101
Accounts
104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $771M | $771M | $0 | 9 | 0 |
| Jul 2025 | $771M | $771M | $0 | 9 | 0 |
| Mar 2025 | $771M | $771M | $0 | 9 | 0 |
| Mar 2024 | $723.3M | $720M | $3.3M | 9 | 0 |
| Mar 2023 | $651M | $648M | $3.1M | 9 | 0 |
| Mar 2022 | $697.3M | $694M | $3.3M | 8 | 0 |
| Mar 2021 | $574.7M | $572M | $2.8M | 9 | 0 |
| Jun 2020 | $531.9M | $529.4M | $2.5M | 9 | 0 |
| Mar 2020 | $531.9M | $529.4M | $2.5M | 9 | 0 |
| Mar 2019 | $460.3M | $458.2M | $2.1M | 9 | 0 |
| Mar 2018 | $472.2M | $470.1M | $2.1M | 9 | 0 |
| Mar 2017 | $421.2M | $409.3M | $11.9M | 7 | 200 |
| Jul 2016 | $391.1M | $379.3M | $11.8M | 8 | 167 |
| Mar 2016 | $367.7M | $352.6M | $15.1M | 10 | 167 |
| Mar 2015 | $376.4M | $363M | $13.4M | 10 | 159 |
| Mar 2014 | $331.5M | $310.3M | $21.2M | 9 | 155 |
| Mar 2013 | $251.1M | $228.5M | $22.6M | 9 | 107 |
| Feb 2013 | $209.1M | $186.8M | $22.3M | 8 | 124 |
| Oct 2012 | $209.1M | $186.8M | $22.3M | 6 | 124 |
| Mar 2012 | $209.1M | $186.8M | $22.3M | 6 | 124 |
| Apr 2011 | $176M | $158.9M | $17.1M | 10 | -- |
| Jan 2011 | $154.2M | $139.7M | $14.5M | 10 | -- |
| Sep 2010 | $154.2M | $139.7M | $14.5M | 10 | -- |
| Mar 2008 | $96M | $66.1M | $29.9M | 5 | -- |
| Apr 2007 | $59.1M | $33.6M | $25.6M | 5 | -- |
| Feb 2007 | $59.1M | $33.6M | $25.6M | 5 | -- |
DateOct 2025
Total AUM$771M
Discretionary$771M
Non-Disc.$0
Employees9
Clients0
DateJul 2025
Total AUM$771M
Discretionary$771M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$771M
Discretionary$771M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$723.3M
Discretionary$720M
Non-Disc.$3.3M
Employees9
Clients0
DateMar 2023
Total AUM$651M
Discretionary$648M
Non-Disc.$3.1M
Employees9
Clients0
DateMar 2022
Total AUM$697.3M
Discretionary$694M
Non-Disc.$3.3M
Employees8
Clients0
DateMar 2021
Total AUM$574.7M
Discretionary$572M
Non-Disc.$2.8M
Employees9
Clients0
DateJun 2020
Total AUM$531.9M
Discretionary$529.4M
Non-Disc.$2.5M
Employees9
Clients0
DateMar 2020
Total AUM$531.9M
Discretionary$529.4M
Non-Disc.$2.5M
Employees9
Clients0
DateMar 2019
Total AUM$460.3M
Discretionary$458.2M
Non-Disc.$2.1M
Employees9
Clients0
DateMar 2018
Total AUM$472.2M
Discretionary$470.1M
Non-Disc.$2.1M
Employees9
Clients0
DateMar 2017
Total AUM$421.2M
Discretionary$409.3M
Non-Disc.$11.9M
Employees7
Clients200
DateJul 2016
Total AUM$391.1M
Discretionary$379.3M
Non-Disc.$11.8M
Employees8
Clients167
DateMar 2016
Total AUM$367.7M
Discretionary$352.6M
Non-Disc.$15.1M
Employees10
Clients167
DateMar 2015
Total AUM$376.4M
Discretionary$363M
Non-Disc.$13.4M
Employees10
Clients159
DateMar 2014
Total AUM$331.5M
Discretionary$310.3M
Non-Disc.$21.2M
Employees9
Clients155
DateMar 2013
Total AUM$251.1M
Discretionary$228.5M
Non-Disc.$22.6M
Employees9
Clients107
DateFeb 2013
Total AUM$209.1M
Discretionary$186.8M
Non-Disc.$22.3M
Employees8
Clients124
DateOct 2012
Total AUM$209.1M
Discretionary$186.8M
Non-Disc.$22.3M
Employees6
Clients124
DateMar 2012
Total AUM$209.1M
Discretionary$186.8M
Non-Disc.$22.3M
Employees6
Clients124
DateApr 2011
Total AUM$176M
Discretionary$158.9M
Non-Disc.$17.1M
Employees10
Clients--
DateJan 2011
Total AUM$154.2M
Discretionary$139.7M
Non-Disc.$14.5M
Employees10
Clients--
DateSep 2010
Total AUM$154.2M
Discretionary$139.7M
Non-Disc.$14.5M
Employees10
Clients--
DateMar 2008
Total AUM$96M
Discretionary$66.1M
Non-Disc.$29.9M
Employees5
Clients--
DateApr 2007
Total AUM$59.1M
Discretionary$33.6M
Non-Disc.$25.6M
Employees5
Clients--
DateFeb 2007
Total AUM$59.1M
Discretionary$33.6M
Non-Disc.$25.6M
Employees5
Clients--