|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Parlin Advisors LLC
✚
|
|
|---|---|
| CRD # | 300774 |
| SEC # | 801-121363 |
| CIK # | |
| AUM | $59.5 M (2025-03-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 908-377-4202 |
| Address | 9819 Graphite Mountain Rd Hague, NY 12836 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 7.1 |
| (b) Individuals (high net worth individuals) | 15 | 37.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 3.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 11.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 2 | 0.1 |
| Total | 114 | 59.5 |
| By Discretionary | ||
| Discretionary | 114 | 59.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 114 | 59.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 59.5 | |
| Total | 114 | 59.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Align Financial Advisors LLC
✚
|
TX | 0.1 |
|
Liberty Wealth Managers LLC
✚
|
NY | 0.1 |
|
Chlastawa Allan Frank
✚
|
0.1 | |
|
Allos Investment Advisors LLC
✚
|
KS | 0.1 |
|
HYJC Capital of WNY LLC
✚
|
NY | 0.1 |
|
Winthrop Partners - EPA LLC
✚
|
NY | 0.1 |
|
Minerva Wealth Advisory LLC
✚
|
NY | 0.1 |
|
Rochester Investments Inc
✚
|
NY | 0.1 |
|
Maureen A Whelan
✚
|
NY | 0.1 |
|
John T McCarthy LLC
✚
|
0.1 |