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LARSEN FINANCIAL MANAGEMENT
LARSEN FINANCIAL MANAGEMENT LLC
CRD 318482
11314 WHISPER DAWN, SAN ANTONIO, TX, 78230, United States
Phone
210-393-8642
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.3M
Discretionary AUM
$1.3M
Team
1 total employees; 1 advisory reps; 19 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-10-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $708K |
| High net worth individuals | 1 | $550K |
| Pension/profit sharing plans | 2 | $77K |
All web addresses on file
Official SEC filing: View on IAPD