RIA Intel›Advisers›Georgia›LARKINS & ASSOCIATES FINANCIAL SERVICES, LLC

LARKINS & ASSOCIATES FINANCIAL SERVICES, LLC

Advisory

AUGUSTA, GA

Data as of Mar 30, 2011 · Source: SEC Form ADV

Average account

$13K

across 74 accounts

Source: SEC Form ADV. Figures as filed Mar 30, 2011.

Total AUM

$960K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

—

Assets Under Management

Total AUM$960K

Discretionary AUM$0

Non-Discretionary AUM$960K

Discretionary %0%

Total Clients—

Team

Total Employees—

Investment Advisers—

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructurePartnership

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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LIBERTY STREET CAPITAL, LLC

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MCC WEALTH INFLUENCERS LLC

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