Larsen Financial Management
Investment Management • 
San Antonio, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 11314 Whisper Dawn St, San Antonio, Texas 78230, US |
| Phone number | +12103938642 |
| Website | |
| NAICS | 5231 |
| Keywords | CPA, Income, Portfolio Management, Financial Planning, Retirement Plan Consulting, CFP, Estate, CLU, Gift Tax Planning, Executive Benefits Consulting, Risk Management And Asset Protection, Analysis Of Property Ownership, Business Retirement And Succession Planning, Cash Flow Management And Budget Analysis, Charitable Gift And Foundation Planning, Forensic Financial Analysis And Support, Generational Transfer Planning |
| Founded | 1987 |
| Employees | 1-10 |
| Socials |
Key Contact at Larsen Financial Management
Victor Larsen
President
About Larsen Financial Management
What makes Larsen Financial Management different? We are not about becoming the largest financial and investment management firm in the country. That is a major focus of the vast majority of financial firms. Our only focus is on improving the delivery of services to a select number of families with the objective of improving the investment results and financial well-being of those families. We understand that it is just as important to “preserve” wealth as it is to enhance wealth. The vast majority of our time is spent reviewing market conditions and being constantly vigilant of high-level risk conditions which could adversely affect account values. While we would certainly like to hold every investment we make for 20 years, we understand that factors affecting an individual investments’ performance can change rapidly and therefore have to be withdrawn from the portfolio. This is in stark contrast to the “Buy and Hold” philosophy, especially common among the large Wall Street firms.
Larsen Financial Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Larsen Financial Management has never raised funding before.
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