JOSEPH M. LARSEN, C.P.A., P.C.

Overview

Joseph M. Larsen, C.P.A., P.C. is a small, independently registered advisory practice structured as a corporation and owned by an individual. The firm serves individual and family clients, with advisory work oriented toward financial planning and portfolio management for individuals and small businesses. Its business classification also includes accounting services, reflecting the principal's background as a certified public accountant. Fee arrangements include a percentage-of-AUM component alongside hourly charges. The firm does not present itself as a capital allocator to external managers, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives