Alexia
Larson
The Mather Group, LLC
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About this Advisor
Alexia Larson is a chartered financial analyst operating out of Mc Lean, Virginia, with 1 year of relevant experience. Larson is an employee of The Mather Group, LLC. Larson has gained experience at Perry B. Seiffert, Investment Management, Chesapeake Asset Management and The Mather Group, LLC. Larson maintains a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Colorado, District Of Columbia, Illinois, Maryland and Virginia. The Mather Group, LLC is a registered investment business headquartered in Chicago, IL. The firm has offices in 60 locations and a total of 167 employees. It handles $9 billion in assets among its 16,761 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 16,761 client accounts, 51% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees vary depending on the financial services offered. However, fee types charged by The Mather Group, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$8,718,717,623
167
16,761
$520,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Alexia Larson Work History
Alexia has been registered as a financial advisor for 1 years.*
The Mather Group, LLC
Perry B. Seiffert, Investment Management
Chesapeake Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexia Larson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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