Parlin Advisors LLC
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Overview
Parlin Advisors LLC is a financial advisor firm that has its headquarters in Hague, New York. The company manages $37.5 million in assets under management across 82 client accounts. Parlin Advisors LLC has a small team, including 1 financial advisor. Parlin Advisors LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments such as equities, options and bonds.
Parlin Advisors LLC oversees all of the company's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices without needing to seek the customer's approval. The firm oversees roughly $457,554 in assets for every customer account. The typical financial advisor at Parlin Advisors LLC manages about 82 client accounts.
The company's headquarters is located at 9819 Graphite Mountain Rd, Hague, New York 12836. Parlin Advisors LLC is registered to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Parlin Advisors LLC by the Numbers
$37.5 million
1
82
$457.6 thousand
Products and Services
Financial services offered by Parlin Advisors LLC include financial planning services and portfolio management for individuals and small businesses. In the last fiscal year, it provided financial planning services to 11-25 of its accounts. The firm is not involved in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely depend on the type of services provided. However, fees charged by Parlin Advisors LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Parlin Advisors LLC.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a number of different investors. Parlin Advisors LLC works with retail investors, high net worth investors, pension plans, charitable organizations and other. Out of its 82 clients, Parlin Advisors LLC's largest client type is retail investors, though it also serves 13 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 38.24%
- Other Individuals - 47.06%
- Corporations - 8.82%
- Charitable Organizations - 5.88%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Parlin Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Parlin Advisors LLC
Hague, NY
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