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JOSEPH M. LARSEN, C.P.A., P.C.
CRD 281445
3549 N UNIVERSITY AVE STE 225, PROVO, UT, 84604, United States
Phone
801-373-5300
Fax
888-706-7078
Registration
— (—)
Source
State registered
Total AUM
$2.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD