LARSEN FINANCIAL MANAGEMENT

Overview

Larsen Financial Management operates as an independent Registered Investment Advisor (RIA) and focuses on providing financial planning services, portfolio management for individuals and small businesses, as well as pension consulting services. The firm caters to both individual and family clients, as well as institutional clients. Its fee structure is diverse, incorporating a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices