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SUNDANCE BAY
1240 East 2100 South, Suite 300
Salt Lake City, Utah 84106-2817
Tel: 801-783-3430
About SUNDANCE BAY
SUNDANCE BAY, formally registered with the SEC as SUNDANCE BAY. The firm was established in 04/23/2020. They have over 2 offices throughout the country.
SUNDANCE BAY is a Salt Lake City, Utah based Financial Planning firm with nearly $2,021,527,724 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 72 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301868 |
| SEC# | 801-118520 |
| Assets Managed by Firm | $2,021,527,724 |
| No. of Clients | 6 |
| No. of Advisors | 72 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $2,021,527,724 |
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