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Building 2PARLIN ADVISORS LLC

Map pinHAGUE, NY
Phone(908) 377-4202
NotebookSEC #801-121363
Total AUM
$68.2M
Employees
1
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9819 GRAPHITE MOUNTAIN RD
HAGUE
NY 12836
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(908) 377-4202

ReceiptFinancials

Total AUM
$68.2M
Accounts
125
Discretionary
$68.2M
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$7.6M
HNW Individual Clients
20
AUM
$44.7M
Pooled Vehicle Clients
1
AUM
$4.2M
Charitable Organization Clients
2
AUM
$11.1M
Corporation or Business Clients
1
AUM
$520.9K
Other Clients
1
AUM
$45.1K
Description of Other Clients
ESTATE ACCOUNT

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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