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Larson Financial Planning, Inc.

● SEC registered since 2021CRD 155671SEC# 801-121184
Export (members)
Reg. AUM
$166.3M
Employees
1
Accounts
281
Location
—

Larson Financial Planning, Inc. assets under management

Larson Financial Planning, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $166.3 million in regulatory assets under management and employs 1 people.
www.larsonfp.comView on SEC.gov ↗

Larson Financial Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Christina A Larson ControlPresident And Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Larson Financial Planning, Inc. manage?

Larson Financial Planning, Inc. reports $166.3 million in regulatory assets under management on its Form ADV.

How many employees does Larson Financial Planning, Inc. have?

Larson Financial Planning, Inc. reports 1 employees.

Does Larson Financial Planning, Inc. disclose fund performance?

Larson Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone781-729-1094
Fax866-303-2410
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$166.3M
Non-discretionary$0
Total (RAUM)$166.3M