Overview
Assets Under Management: $4.0 billion
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 1,270
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,270
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 24,504
Discretionary Accounts: 21,483
Non-Discretionary Accounts: 3,021
Regulatory Filings
CRD Number: 140599
Filing ID: 1958376
Last Filing Date: 2025-03-21 14:46:00
Website: https://larson.com