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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Martin D Parlato & Associates Inc
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|---|---|
| CRD # | 147403 |
| SEC # | 801-120237 |
| CIK # | |
| AUM | $211.9 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 772-299-7169 |
| Address | 12724 Gran Bay Pky Jacksonville, FL 32258 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 73.1 |
| (b) Individuals (high net worth individuals) | 48 | 138.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 391 | 211.9 |
| By Discretionary | ||
| Discretionary | 390 | 211.3 |
| Non-Discretionary | 1 | 0.5 |
| Total | 391 | 211.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.9 | |
| Total | 391 | 211.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NERD Wallet Wealth Partners
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|
NY | 0.2 |
|
Clark Wealth Partners LLC
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IL | 0.2 |
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Burrus Financial Services Inc
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UT | 0.2 |
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Carroll Investors Inc
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SC | 0.2 |
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Formulate Financial LLC
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0.2 | |
|
Carbahal Olsen Financial Services Group LLC
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CA | 0.2 |
|
Conway Capital Management Inc
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|
CA | 0.2 |
|
Pinnacle Wealth Management Group Inc
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|
MI | 0.2 |
|
Leicht Financial Planning and Wealth Management Inc
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NJ | 0.2 |
|
DAUS Financial Services LLC
✚
|
MI | 0.2 |