MARTIN D. PARLATO & ASSOCIATES, INC.
Legal name: LIGHTHOUSE RETIREMENT
CRD #147403 SEC #801-120237 JACKSONVILLE, FL 772-299-7169
SEC Registered
Total AUM
$211.9M
Discretionary
$211.3M
Employees
1
Clients
0
Accounts
391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $211.9M | $211.3M | $540K | 1 | 0 |
| Mar 2024 | $139M | $139M | $0 | 1 | 0 |
| Mar 2023 | $96.6M | $96.6M | $0 | 1 | 0 |
| Apr 2022 | $124.9M | $124.9M | $0 | 1 | 0 |
| Mar 2022 | $124.9M | $124.9M | $0 | 1 | 0 |
| Aug 2021 | $107.6M | $107.6M | $0 | 1 | 0 |
| Mar 2021 | $107.6M | $107.6M | $0 | 1 | 0 |
| Dec 2020 | $105.1M | $105.1M | $0 | 1 | 0 |
DateMar 2025
Total AUM$211.9M
Discretionary$211.3M
Non-Disc.$540K
Employees1
Clients0
DateMar 2024
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees1
Clients0