705 Mobjack Place, Suite D, Newport News, VA 23606
Phone
(757) 272-1612
Listed under
Financial planning, % of assets managed
Legal name
Lassen, Lars Edward
CRD number
174638
Registration
State registered: VA
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$11.6 million
Accounts managed
17
Clients reported (Form ADV 5.D)
17
Individual / high-net-worth clients
17 / 0
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2024-02-26
State registered (VA) investment adviser, CRD 174638, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.
Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.