Larson Financial Group LLC

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Assets, Funds, Holdings

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Larson Financial Group LLC
CRD #140599
SEC #801-71543
CIK #0001731061
AUM $4.0 B (2025-03-21)
Employees 115 (50% Investors, 50% Brokers)
Phone866-569-2450
Address100 N Broadway
Saint Louis, MO 63102
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
5.04.03.02.01.00.02009201420202026
CIK Period
0001731061
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.1
Apple Inc 0.1
Amazon Com Inc 0.0
Microsoft Corp 0.0
Broadcom Inc 0.0
Palantir Technologies Inc 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 3,346 1.0
(b) Individuals (high net worth individuals) 1,270 3.0
(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 15 0.0
(h) Charitable organizations 5 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 4 0.0
(n) Other 0 0.0
Total 24,504 4.0
By Discretionary
Discretionary 21,483 3.5
Non-Discretionary 3,021 0.5
Total 24,504 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 24,504 4.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001731061]
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Finaccess Advisors LLC
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JFS Wealth Advisors LLC
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Highpoint Advisor Group LLC
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