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LARRY ALLAN FINANCIAL PLANNING SERVICES LLC
LARRY ALLAN FINANCIAL PLANNING SERVICES LLC is an SEC-registered investment adviser. The firm manages approximately $21 million in regulatory assets.
LARRY ALLAN FINANCIAL PLANNING SERVICES LLC
LARRY ALLAN FINANCIAL PLANNING SERVICES LLC is an SEC-registered investment adviser. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Principals
Larry Allan
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at LARRY ALLAN FINANCIAL PLANNING SERVICES LLC?
Larry Allan serves as the founder and principal of the firm, overseeing investment decisions and client planning (per public record).
Is LARRY ALLAN FINANCIAL PLANNING SERVICES LLC a fiduciary?
Yes, as a registered investment adviser (RIA), the firm is legally bound to act in clients' best interests under the Investment Advisers Act of 1940.
What types of clients does the firm serve?
The firm focuses on individual investors and small businesses seeking financial planning and wealth management services, based on its business name and RIA registration.
What investment stages does LARRY ALLAN FINANCIAL PLANNING SERVICES LLC target?
The firm targets retail clients for ongoing financial planning, including retirement and estate planning, rather than institutional or venture-stage investments.
Does the firm publicly disclose its AUM?
No, the firm does not publicly disclose its assets under management. Regulatory filings may provide this data on a confidential basis.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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