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Martin D. Parlato & Associates, Inc.

● SEC registered since 2021CRD 147403SEC# 801-120237Jacksonville, FL
Export (members)
Reg. AUM
$211.9M
Employees
1
Accounts
391
Location
Jacksonville, FL

Martin D. Parlato & Associates, Inc. assets under management

Martin D. Parlato & Associates, Inc. is a registered investment adviser overseen by the SEC based in Jacksonville, FL. The firm has been registered since 2021. It reports $211.9 million in regulatory assets under management and employs 1 people.
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Martin D. Parlato & Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Martin Douglas Parlato ControlPresident & Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Martin D. Parlato & Associates, Inc. manage?

Martin D. Parlato & Associates, Inc. reports $211.9 million in regulatory assets under management on its Form ADV.

How many employees does Martin D. Parlato & Associates, Inc. have?

Martin D. Parlato & Associates, Inc. reports 1 employees.

Where is Martin D. Parlato & Associates, Inc. located?

Martin D. Parlato & Associates, Inc. is based in Jacksonville, FL and has been SEC-registered since 2021.

Does Martin D. Parlato & Associates, Inc. disclose fund performance?

Martin D. Parlato & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12724 Gran Bay Pky., #453, Jacksonville, FL 32258
Phone772-299-7169
FaxNONE
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$211.3M
Non-discretionary$540K
Total (RAUM)$211.9M