Martin D. Parlato & Associates, Inc.
● SEC registered since 2021CRD 147403SEC# 801-120237Ponte Vedra, FL
Reg. AUM
$284.6M
Employees
1
Accounts
496
Location
Ponte Vedra, 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 Ponte Vedra, FL. The firm has been registered since 2021. It reports $284.6 million in regulatory assets under management and employs 1 people.
Martin D. Parlato & Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Martin Douglas Parlato Control | President & Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Martin D. Parlato & Associates, Inc. manage?
Martin D. Parlato & Associates, Inc. reports $284.6 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 Ponte Vedra, 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
| Address | 90 Fort Wade Rd, Ponte Vedra, FL 32081 |
| Phone | 772-299-7169 |
| Fax | NONE |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$284.6M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$284.6Mregulatory AUM
Discretionary $284.6M