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| Larson Financial Planning Inc
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| |
|---|---|
| CRD # | 155671 |
| SEC # | 801-121184 |
| CIK # | |
| AUM | $135.5 MM (2024-01-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 781-729-1094 |
| Address | 12 Dana Avenue Winchester, MA 01890 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 38.9 |
| (b) Individuals (high net worth individuals) | 55 | 96.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 125 | 135.5 |
| By Discretionary | ||
| Discretionary | 125 | 135.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 125 | 135.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.5 | |
| Total | 125 | 135.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Credentialed Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Great Gable Advisors LLC
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|
CA | 0.1 |
|
Pingora Partners LLC
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|
TX | 0.1 |
|
CFS Wealth Management LLC
✚
|
GA | 0.1 |
|
EDMP Inc
✚
|
FL | 0.1 |
|
Waterstone Wealth Advisors LLC
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|
NJ | 0.1 |
|
QCA Capital Management Inc
✚
|
CA | 0.1 |
|
Capital and Planning LLC
✚
|
GA | 0.1 |
|
Newbore Wealth Management Inc
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|
OR | 0.1 |
|
Camden Financial Management Inc
✚
|
NC | 0.1 |