Larry Allan Financial Planning Services LLC
RIASEC Registered
Total AUM
$21.2M
Discretionary
$21.2M
100% of AUM
Avg account
$471K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 173720
- Website
- www.larryallan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Larry Allan Financial Planning Services LLC is a small, individual-owned advisory firm that provides portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and reports a client base comprised of individual and family accounts. It does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Larry Tummonds
Founder & PresidentCRD 6416857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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