Financial Advisory Services
Financial Advisory Services is an SEC-registered ria in Salt Lake City, UT with $146.6M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Financial Advisory Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118496, SEC 801-130356, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $146.6M (2026-03-30)
- Firm type
- Ria
- Location
- Salt Lake City, UT
- Employees
- 1
- Clients
- 79
- CRD
- 118496
- Ownership
- LARSEN, GLEN, ALLEN
How much AUM does Financial Advisory Services have?
Financial Advisory Services reported $146.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Financial Advisory Services?
Disclosed owners and executives of Financial Advisory Services include LARSEN, GLEN, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.