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 3 offices throughout the country.

SUNDANCE BAY is a Salt Lake City, Utah based Financial Planning firm with nearly $987,801,452 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301868
SEC#	801-118520
Assets Managed by Firm	$987,801,452
No. of Clients	6
No. of Advisors	78

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for pooled Investment

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$987,801,452

Inquire with SUNDANCE BAY

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