Parlin Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,322,832
Clients
49
Advisors
1
of 1 employees
About
Parlin Advisors provides ongoing discretionary portfolio management and financial planning, preparing most client plans using eMoney to map assets, liabilities, income and expenses. Its client base includes individuals (including high‑net‑worth clients), trusts and related family entities, and it also serves pooled investment vehicles, business/corporate clients, and charitable organizations.
The firm applies modern portfolio theory and a long‑term trading approach to implement diversified asset allocations primarily using index‑tracking mutual funds and ETFs, with individual company securities used only on an exception basis with client input. Parlin Advisors also employs a third‑party manager for a tax‑aware indexing strategy, requires discretionary trading authority, and uses Schwab Institutional for custody and execution.
Parlin Advisors reports $68,234,832 in discretionary assets under management and provides monthly custodian reports with online access; it does not participate in wrap fee programs or accept performance‑based fees. Compared with many independent advisers, it is unusual for a firm of this scale to serve pooled investment vehicles, corporate/business clients, and charitable organizations while outsourcing tax‑loss harvesting and tax‑aware indexing to a specialist manager.
Client services
Expertise
Fee options
$1 - $2,999,999: 0.50% $3,000,000 - $9,999,999: 0.40% $10,000,000 - $19,999,999: 0.30% $20,000,000 - And Up: 0.20%
Main office
9819 Graphite Mountain Rd
Hague NY 12836
Advisors at this office
1
Most active in
California · New Hampshire · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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