PARLIN ADVISORS LLC

9819 Graphite Mountain Rd
Hague, New York 12836
Tel: (908) 377-4202

About PARLIN ADVISORS LLC

PARLIN ADVISORS LLC, formally registered with the SEC as PARLIN ADVISORS LLC. The firm was established in 06/01/2021. They have over 1 offices throughout the country.

PARLIN ADVISORS LLC is a Hague, New York based Financial Planning firm with nearly $50,798,274 assets under management, offering retirement planning & investment advisory services to 92 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300774
SEC#	801-121363
Assets Managed by Firm	$50,798,274
No. of Clients	92
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	92	$50,798,274
Individuals (other than high net worth individuals)	11	$3,857,025
High net worth individuals	15	$33,711,757
Charitable organizations	2	$9,883,613

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MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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