Adviser Profile
| As of Date | 06/09/2024 |
| Registration status | Registration Changed to LARSEN, GLEN ALLEN |
| ADV Location | SALT LAKE CITY, UT, United States |
| Contact Info | 801 xxxxxxx |
| AUM* | 124,000,000 7% |
| of that, discretionary | 124,000,000 7% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 623,116 5% |
| % High Net Worth | 43.37% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds