Overview
Assets Under Management: $132 million
Headquarters: LOGAN, UT
High-Net-Worth Clients: 15
Average Client Assets: $2 million
Frequently Asked Questions
HAROLD W. DANCE INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #1582), HAROLD W. DANCE INC. is subject to fiduciary duty under federal law.
HAROLD W. DANCE INC. is headquartered in LOGAN, UT.
HAROLD W. DANCE INC. serves 15 high-net-worth clients according to their SEC filing dated April 01, 2025. View client details ↓
According to their SEC Form ADV, HAROLD W. DANCE INC. offers financial planning and portfolio management for individuals. View all service details ↓
HAROLD W. DANCE INC. manages $132 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, HAROLD W. DANCE INC. serves high-net-worth individuals. View client details ↓
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