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| Parlin Advisors LLC
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|
|---|---|
| CRD # | 300774 |
| SEC # | 801-121363 |
| CIK # | |
| AUM | $68.2 M (2026-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 908-377-4202 |
| Address | 9819 Graphite Mountain Rd Hague, NY 12836 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 7.6 |
| (b) Individuals (high net worth individuals) | 20 | 44.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 4.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 11.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 1 | 0.0 |
| Total | 125 | 68.2 |
| By Discretionary | ||
| Discretionary | 125 | 68.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 125 | 68.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 68.2 | |
| Total | 125 | 68.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Management Group LLC
✚
|
NY | 0.1 |
|
Rochester Investments Inc
✚
|
NY | 0.1 |
|
Capital Formation Advisers LLC
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|
0.1 | |
|
Iconoclastic Capital Management LLC
✚
|
NY | 0.1 |
|
FIFR Inc
✚
|
0.1 | |
|
Occam Capital Management LLC
✚
|
NY | 0.1 |
|
Chlastawa Allan Frank
✚
|
0.1 | |
|
Honeoye Falls Capital LLC
✚
|
NY | 0.1 |
|
Watchstone Wealth Management LLC
✚
|
0.1 | |
|
Alinea Invest Inc
✚
|
NY | 0.1 |