LARCH CAPITAL PARTNERS LLC

201 S. Biscayne Boulevard
Suite 900
Miami, Florida 33131
Tel: (786) 677-4120

About LARCH CAPITAL PARTNERS LLC

LARCH CAPITAL PARTNERS LLC, formally registered with the SEC as LARCH CAPITAL PARTNERS LLC. The firm was established in 03/25/2020. They have over 1 offices throughout the country.

LARCH CAPITAL PARTNERS LLC is a Miami, Florida based Financial Planning firm with nearly $1,462,824,376 assets under management, offering retirement planning & investment advisory services to 413 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307653
SEC#	801-118304
Assets Managed by Firm	$1,462,824,376
No. of Clients	413
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	413	$1,462,824,376
High net worth individuals	130	$50,547,270

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