L
CRD: 153465
Larsen Financial Services
Geraldine, MT
4067883064
$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-19-2011
- Office Locations
- 1
Office Locations
-- Geraldine MT
About Larsen Financial Services
Larsen Financial Services is a Geraldine-based RIA. The firm has been operating for 14 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR and Wells Fargo. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$617.1K AVG AUM / CLIENT
14.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Request access to benchmark trends tied to meridian wave.
See the complete signal summary connected to pioneer.
Premium access reveals conviction themes in pioneer value.
Open the full profile to inspect shifts in focus wave.
Request access to benchmark trends tied to insight legacy.
Request access to benchmark trends tied to bridge.
Full visibility includes strategy notes for signal beacon unison.
See the complete signal summary connected to capital foundation.
Asset Classes
Ember timber
Investment Themes
Vital fusion
Investment Vehicles
Pioneer crest
Services
Quantum optima Vital
Owner & Executives
M
MARSHALL C LARSEN
Chief Compliance Officer, Owner
- CRD
- #4492911
- Ownership
- 75% or more
(448) 652-8738
crest.catalyst@primecapital.com
in linkedin.com/in/value-vector
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,937,160 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,937,160 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,937,160
Equity - Exchange:
18.6% Cash:
62.6% Public Funds:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,615,433,352 | 18.6% |
| Cash | $5,436,888,592 | 62.6% |
| Public Funds | $1,632,803,602 | 18.8% |
| Total | $8,685,125,546 | 100.0% |