SourcingSourcing

LARSEN, GLEN ALLEN

B55
CRD 118496·SEC 801-130356·SALT LAKE CITY, UT
AUM
$146.6M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$440K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LARSEN, GLEN ALLEN
CRD
118496
SEC file #
801-130356
EIN
—
DBA names
Financial Advisory Services

Economics

AUM
$146.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$135.0M → $146.6M▲ +9%
Client mix
Individuals High Net Worth39
Individuals Other34
Corporations6

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LARSEN, GLEN, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LARSEN, GLEN, ALLEN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1743485
Trust Company Affiliate
No

People (1)

1
GLEN ALLEN LARSEN
Direct Owner · 87.5%
1743485