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Lance Daniel Larsen

CASTLE HILL ASSET MANAGEMENT LLC·CHARLOTTESVILLE, Virginia
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210 RIDGE-MCINTIRE ROAD, CHARLOTTESVILLE, VA 22903CRD# 5165441Firm CRD# 152604
01

About

Lance Daniel Larsen is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with CASTLE HILL ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CASTLE HILL ASSET MANAGEMENT LLC
CASTLE HILL ASSET MANAGEMENT LLC
AUM
$1.5B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CASTLE HILL ASSET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5165441
Firm CRD# 152604
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lance Daniel Larsen offer?
Lance Daniel Larsen specializes in Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Lance Daniel Larsen's credentials?
Lance Daniel Larsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Daniel Larsen located?
Lance Daniel Larsen is based in CHARLOTTESVILLE, Virginia, working with CASTLE HILL ASSET MANAGEMENT LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Lance Daniel Larsen charge for services?
Lance Daniel Larsen's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE HILL ASSET MANAGEMENT LLC?
CASTLE HILL ASSET MANAGEMENT LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHARLOTTESVILLE
Brian Christopher Mcphee Bassett — CASTLE HILL ASSET MANAGEMENT LLCJaime Ward Vieser — CASTLE HILL ASSET MANAGEMENT LLCIan Paterson Brown — CASTLE HILL ASSET MANAGEMENT LLCTimothy Selig Mullen — SWIFT RUN CAPITAL MANAGEMENT, LLCJody Ann Banks — HUNTER LEWIS LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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