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 Aug 17, 2026

Regulatory AUM

$146.6M

Bottom 25% of cohort (national)

Discretionary AUM

$146.5M

Non-discretionary $70K

Clients

193 accounts

Employees

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.