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Home > Retirement Planners > missouri > saint louis > LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC
100 N Broadway
Suite 1700
Saint Louis, Missouri 63102
Tel: 866.569.2450
About LARSON FINANCIAL GROUP, LLC
LARSON FINANCIAL GROUP, LLC, formally registered with the SEC as LARSON FINANCIAL GROUP, LLC. The firm was established in 06/23/2010. They have over 15 offices throughout the country.
LARSON FINANCIAL GROUP, LLC is a Saint Louis, Missouri based Financial Planning firm with nearly $2,744,800,000 assets under management, offering retirement planning & investment advisory services to 21684 clients. The firm is staffed with 75 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140599 |
| SEC# | 801-71543 |
| Assets Managed by Firm | $2,744,800,000 |
| No. of Clients | 21684 |
| No. of Advisors | 75 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21684 | $2,744,800,000 |
| Individuals (other than high net worth individuals) | 3122 | $957,000,000 |
| High net worth individuals | 835 | $1,759,400,000 |
| Pension and profit sharing plans | 14 | $13,500,000 |
| Charitable organizations | 8 | $13,600,000 |
| Corporations or other businesses | 4 | $1,300,000 |
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