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PARLIN ADVISORS LLC
CRD 300774 · SEC 801-121363
9819 GRAPHITE MOUNTAIN RD, HAGUE, NY, 12836, United States
Phone
(908) 377-4202
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$68.2M
Discretionary AUM
$68.2M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $7.6M |
| High net worth individuals | 20 | $44.7M |
| Pooled investment vehicles | 1 | $4.2M |
| Charitable organizations | 2 | $11.1M |
| Corporations/business entities | 1 | $521K |
States served
CA, NJ, NY, NH
All web addresses on file
Official SEC filing: View on IAPD