|
⚲
|
| Martin D Parlato & Associates Inc
✚
|
|
|---|---|
| CRD # | 147403 |
| SEC # | 801-120237 |
| CIK # | |
| AUM | $284.6 M (2026-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 772-299-7169 |
| Address | 90 Fort Wade Rd Ponte Vedra, FL 32081 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 118.2 |
| (b) Individuals (high net worth individuals) | 48 | 166.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 496 | 284.6 |
| By Discretionary | ||
| Discretionary | 496 | 284.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 496 | 284.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.6 | |
| Total | 496 | 284.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Forum Inc
✚
|
WA | 0.3 |
|
New England Research & Management Inc
✚
|
IL | 0.3 |
|
Ayrshire Capital Management LLC
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|
CT | 0.3 |
|
Pandora Wealth Inc
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|
IL | 0.3 |
|
Physician Family Financial Advisors Inc
✚
|
OR | 0.3 |
|
Kane Company Wealth Management Inc
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|
IA | 0.3 |
|
Peninsula Asset Management Inc
✚
|
FL | 0.3 |
|
Meridian Financial LLC
✚
|
MA | 0.3 |
|
Verisail Partners LLC
✚
|
GA | 0.3 |
|
Stonebridge Wealth Management LLC
✚
|
IL | 0.3 |