$2.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- T. Rowe Price
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 01-25-2016
- Office Locations
- 1
Office Locations
3549 N University AVE STE 225 Provo UT
About Joseph M. Larsen, C.p.a., P.c.
JOSEPH M. LARSEN, CPA, P.C. is a Provo, UT CPA firm serving business owners, executives, and independent professionals with full-service accounting plus tax planning, compliance, and preparation. Public profile data indicates the firm also provides retail financial and investment planning, with an emphasis on asset allocation and risk management. Notable capability: QuickBooks setup and training.
Team overview
61 AVG AGE
$2.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Meridian crest Value Glacier timber Oak vertex
Client Personas
Legacy oak Peak harbor
Custodian
Prime Delta Beacon
Investment Themes
Alpha horizon Frontier prime Alpha vital
Investment Vehicles
Zenith atlas Atlas
Services
Summit Atlas meridian Harbor Insight north Peak Meridian Zenith optima Beacon Signal Alpha Vertex signal
Technology
Ridge focus
Owner & Executives
J
JOSEPH MARTIN LARSEN
Owner, President
- CRD
- #4485046
- Ownership
- 50% but less than 75%
(919) 919-2569
north.insight@summitcapital.com
in linkedin.com/in/catalyst-delta
J
JR LARSEN
VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
(576) 208-5562
radial.vertex@deltacapital.com
in linkedin.com/in/element-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,201,283 | -- |
| Total | $2,201,283 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,201,283
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,659,934,706 | 100.0% |
| Total | $5,659,934,706 | 100.0% |