|
⚲
|
| Larsen Glen Allen
✚
| |
|---|---|
| CRD # | 118496 |
| SEC # | 801-130356 |
| CIK # | |
| AUM | $124.0 MM (2024-06-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 801-532-1200 |
| Address | 2225 E Murray Holladay Rd Salt Lake City, UT 84117 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 7.0 |
| (b) Individuals (high net worth individuals) | 36 | 87.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 24.0 |
| (n) Other | 0 | 0.0 |
| Total | 199 | 124.0 |
| By Discretionary | ||
| Discretionary | 199 | 124.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 199 | 124.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.0 | |
| Total | 199 | 124.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RG Financial LLC
✚
|
CA | 0.1 |
|
Jason A Prattes Financial Inc
✚
|
CA | 0.1 |
|
Hawkins Investment Counsel LLC
✚
|
WA | 0.1 |
|
Harvest Financial Partners LLC
✚
|
PA | 0.1 |
|
Georgia Wealth Partners LLC
✚
|
GA | 0.1 |
|
Wulff Hansen & Co
✚
|
CA | 0.1 |
|
Lakeshore Capital Group Inc
✚
|
IL | 0.1 |
|
Crosspoint Financial LLC
✚
|
CA | 0.1 |
|
Bellwether Investment Group LLC
✚
|
TN | 0.1 |
|
Phil A Younker & Associates Ltd
✚
|
AK | 0.1 |