Overview
Assets Under Management: $132 million
Headquarters: LOGAN, UT
High-Net-Worth Clients: 15
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 298
Discretionary Accounts: 298
Regulatory Filings
CRD Number: 1582
Filing ID: 1974637
Last Filing Date: 2025-04-01 12:00:00
Website: https://harolddance.com