$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 signalWave vital
- 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 Delta fusion
Custodian
Catalyst frontier Element Eagle beacon Vector
Investment Themes
Foundation north
Investment Vehicles
Timber north
Platform
Matrix Quantum bridge
Services
Prime Harbor signal Wave beacon Pioneer Insight
Technology
Unison Prime horizon
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% |