$68.2M Total AUM
$68.2M Disc. AUM
22.1% 3Y CAGR
1 Employees
54 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier signal
- Established Date
- 06-01-2021
- Office Locations
- 1
Office Locations
9819 Graphite Mountain RD Hague NY
About Parlin Advisors LLC
Parlin Advisors is a boutique RIA founded in 2019 by CFP®/MBA Ken Parlin, bringing 30+ years advising individuals, couples, and families. The firm provides highly personalized financial counseling, financial planning, and investment advisory services, with an asset-allocation approach that uses ETFs, mutual funds, and fixed income. Custodied at Schwab.
Team overview
65 AVG AGE
$68.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Harbor summit
Custodian
Catalyst frontier
Investment Themes
Foundation north
Investment Vehicles
Timber north
Platform
Matrix
Services
Prime Harbor signal Wave beacon Pioneer
Technology
Unison
Owner & Executives
KENNETH B PARLIN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3081940
- Ownership
- 75% or more
(392) 213-3772
summit.north@fusioncapital.com
in linkedin.com/in/vector-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,234,832 | $545,879 |
| Non-Discretionary | $0 | -- |
| Total | $68,234,832 | $545,879 |
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Separately Managed Accounts
Total SMA Asset: $64,014,984
Public Funds:
41.9% Equity - Exchange:
24.4% Cash:
17.5% U.S. Government/Agency:
16.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,812,485,170 | 41.9% |
| Equity - Exchange | $1,637,819,526 | 24.4% |
| Cash | $1,174,665,644 | 17.5% |
| U.S. Government/Agency | $1,087,404,767 | 16.2% |
| Total | $6,712,375,107 | 100.0% |