Claim Profile
JL

James Frank Larkins

WASATCH ADVISORS LP·SALT LAKE CITY, Utah
Unclaimed Profile
505 WAKARA WAY, SALT LAKE CITY, UT 84108CRD# 2620737Firm CRD# 106081
01

About

James Frank Larkins is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with WASATCH ADVISORS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WASATCH ADVISORS LP
WASATCH ADVISORS LP
AUM
$26.7B
Regulatory assets under management
Employees
90
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2620737
Firm CRD# 106081
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Frank Larkins offer?
James Frank Larkins specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are James Frank Larkins's credentials?
James Frank Larkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Frank Larkins located?
James Frank Larkins is based in SALT LAKE CITY, Utah, working with WASATCH ADVISORS LP. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does James Frank Larkins charge for services?
James Frank Larkins's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASATCH ADVISORS LP?
WASATCH ADVISORS LP has approximately 90 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty