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FINANCIAL ADVISORY SERVICES
LARSEN, GLEN ALLEN
CRD 118496 · SEC 801-130356
2225 E. MURRAY HOLLADAY RD., SUITE 210, SALT LAKE CITY, UT, 84117, United States
Phone
801-532-1200
Fax
801-532-3900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.6M
Discretionary AUM
$146.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $3.4M |
| High net worth individuals | 39 | $105.6M |
| Corporations/business entities | 6 | $29.8M |
Official SEC filing: View on IAPD