Larsen Financial Services

Overview

Larsen Financial Services is a small, independent registered investment adviser operating as a sole proprietorship that focuses on financial planning and discretionary portfolio management for individuals and families, and small-business owners. The firm runs a fee structure that blends a percentage-of-AUM charge with the option for hourly fees, and it manages client relationships on a personalized, high-touch basis given the small client roster. Investment activity shows a clear bias toward publicly traded equities as the primary vehicle for implementing client strategies; the firm is not positioned as an ESG-focused manager and does not operate as a multi-state adviser or pension consultant. Investment practice is primarily discretionary: the same figure appears for total and discretionary assets, which indicates the adviser typically exercises portfolio decision authority on behalf of clients. With limited scale relative to larger RIAs, the firm appears to concentrate on straightforward equity exposures supplemented by mutual funds and selected real estate allocations managed through third-party providers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices