FRANKLIN, PARLAPIANO, TURNER & WELCH LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	9
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	391	$720.0M
Non-Discretionary	3	$3.3M
Total	394	$723.3M

Clients

Type	Number	RAUM
Individuals	<5	$927,539
HNW Individuals	101	$722.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	723.3M

Portfolio Manager to Program	Sponsor
FPTW MANAGED ACCOUNT PROGRAM	FRANKLIN, PARLAPIANO, TURNER & WELCH LLC

Identifiers

SEC RIA File Number	801-67608
SEC ERA File Number	801-67608
SEC CIK Numbers	1707856
SEC CRD Numbers	114465
Legal Entity Identifier	None

Principal Office

15115 PARK ROW
SUITE 140
HOUSTON
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic