SUNDANCE ADVISORS
  • SUNDANCE ADVISORS
  • SUNDANCE ADVISORS, INC.

Adviser Profile

As of Date 07/24/2024
Registration status Terminated
ADV Location PITTSBURGH, PA, United States
Contact Info 412 xxxxxxx
AUM* 226,000,000 14%
of that, discretionary 226,000,000 14%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,194,175 18%
% High Net Worth 98.77%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

226M 194M 161M 129M 97M 65M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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