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

More Retirement Planning firms in Salt Lake City, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Salt Lake City, Utah

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.