P
Parlin Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,322,832
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
49
41% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$1,067,813
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
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Passive / index investing
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 location
Parlin Advisors LLC
9819 Graphite Mountain Rd
Hague NY 12836, United States
Number of offices
1
Most active in
Parlin Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · New Hampshire · New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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