PARLIN ADVISORS LLC
Total AUM
$68.2M
Employees
1Clients
54Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9819 GRAPHITE MOUNTAIN RD
HAGUE
NY 12836
United States
HAGUE
NY 12836
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(908) 377-4202
Financials
Total AUM
$68.2M
Accounts
125Discretionary
$68.2M
Accounts
125Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
29AUM
$7.6M
HNW Individual Clients
20AUM
$44.7M
Pooled Vehicle Clients
1AUM
$4.2M
Charitable Organization Clients
2AUM
$11.1M
Corporation or Business Clients
1AUM
$520.9K
Other Clients
1AUM
$45.1K
Description of Other Clients
ESTATE ACCOUNT
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANHNJNY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.