L
$21.2M Total AUM
$21.2M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2015
- Office Locations
- 1
Office Locations
-- Lakewood Ranch FL
About Larry Allan Financial Planning Services LLC
Larry Allan Financial Planning Services LLC is a Lakewood Ranch-based RIA. The firm has been operating for 11 years. Managing $21.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$21.2M AVG AUM / ADVISOR
$623.0K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Owner & Executives
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LARRY ALLAN TUMMONDS
Certified Financial Planner, FOUNDER, President
- CRD
- #6416857
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,182,924 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,182,924 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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