F
CRD: 118496
Financial Advisory Services
Salt Lake City, UT, 84117
8015321200
$146.6M Total AUM
$146.5M Disc. AUM
-- 3Y CAGR
1 Employees
79 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-1991
- Office Locations
- 1
Office Locations
2225 E. Murray Holladay Rd. Suite 210 Salt Lake City UT
About Financial Advisory Services
Financial Advisory Services is a Salt Lake City-based RIA. The firm has been operating for 35 years. Managing $146.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Principal. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$146.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
35.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
35yrs Firm Age
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Owner & Executives
GLEN ALLEN LARSEN
Manager
- CRD
- #1743485
- Ownership
- 75% or more
(501) 293-3740
vital.signal@bridgecapital.com
in linkedin.com/in/frontier-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,535,207 | $767,200 |
| Non-Discretionary | $69,906 | $34,953 |
| Total | $146,605,113 | $759,612 |
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Separately Managed Accounts
Total SMA Asset: $146,605,113
Equity - Exchange:
33.7% U.S. Government/Agency:
20.3% Cash:
31.4% Public Funds:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $923,767,073 | 33.7% |
| U.S. Government/Agency | $556,453,163 | 20.3% |
| Cash | $860,720,656 | 31.4% |
| Public Funds | $400,207,694 | 14.6% |
| Total | $2,741,148,586 | 100.0% |