PARLIN ADVISORS LLC

Overview

Parlin Advisors LLC is an independent registered investment adviser operating as a limited liability company. The firm provides fee-based wealth management, focusing on financial planning and portfolio management for individuals, families and small-business owners. Its reported business model is discretionary portfolio management charged as a percentage of assets under management, with the adviser identifying individual and family clients alongside some institutional relationships. Investment activity centers on pooled public funds—chiefly mutual funds and managed separate account strategies—rather than direct private deal sourcing. Parlin Advisors is not designated as a capital allocator and does not identify itself as an active ESG investor. The firm’s allocation choices emphasize diversified public fund exposures and model-driven SMA management rather than an in-house program of private alternatives or direct investments.

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Location & Offices