Overview
Assets Under Management: $166 million
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 281
Discretionary Accounts: 281
Regulatory Filings
CRD Number: 155671
Last Filing Date: 2025-02-19 00:00:00
Website: https://larsonfp.com