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FINANCIAL ADVISORY SERVICES
Legal name: LARSEN, GLEN ALLEN
CRD 118496File 801-130356
APPROVED
Retail clients
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$146.6M
Bottom 25% of cohort (national)
Discretionary AUM
$146.5M
Non-discretionary $70K
Clients
79
193 accounts
Employees
1
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 7, 2024
- Principal office
- 2225 E. MURRAY HOLLADAY RD., SUITE 210, SALT LAKE CITY, UT, 84117
- Phone
- 801-532-1200
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $146.6M
- Discretionary AUM
- $146.5M
- Non-discretionary AUM
- $70K
- Discretionary accounts
- 191
- Non-discretionary accounts
- 2
- Total accounts
- 193
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $29.8M |
| High net worth individuals | 39 | $105.6M |
| Pension and profit sharing plans | Fewer than 5 | $7.7M |
| Individuals (other than high net worth individuals) | 34 | $3.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 75 | 79 | increased by4 |
| Apr 1, 2026 | AUM | $135,000,000 | $146,605,113 | increased by$11,605,113 |
| Apr 1, 2026 | Accounts | 199 | 193 | decreased by6 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.