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LARSEN, GLEN ALLEN

UUIDcc424cbc-7053-563e-acd0-2b1b561be807
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 118496 118496 1.0
sec_file_number 801-130356 801-130356

Profile

Website
HQ CitySALT LAKE CITY
HQ StateUT
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • FINANCIAL ADVISORY SERVICES adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)135,000,000.0
  • RAUM (discretionary)135,000,000.0
  • Actionable assets126,000,000.0
  • Accounts199.0

Institutional Clients

  • Government AUM
  • Pension AUM8,000,000.0
  • Charitable AUM
  • HNW AUM102,000,000.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.