1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LARSON FINANCIAL PLANNING INC.

Map pin
Phone781-729-1094
NotebookSEC #801-121184
Total AUM
$185.6M
Employees
1
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
781-729-1094

ReceiptFinancials

Total AUM
$185.6M
Accounts
293
Discretionary
$185.6M
Accounts
293
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
53
AUM
$28.5M
HNW Individual Clients
78
AUM
$157.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account