Overview
Assets Under Management: $226 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 80
Average Client Assets: $2.6 million
Frequently Asked Questions
SUNDANCE ADVISORS 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 #139741), SUNDANCE ADVISORS is subject to fiduciary duty under federal law.
SUNDANCE ADVISORS is headquartered in PITTSBURGH, PA.
SUNDANCE ADVISORS serves 80 high-net-worth clients according to their SEC filing dated February 06, 2024. View client details ↓
According to their SEC Form ADV, SUNDANCE ADVISORS offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SUNDANCE ADVISORS manages $226 million in client assets according to their SEC filing dated February 06, 2024.
According to their SEC Form ADV, SUNDANCE ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.36%
Average Client Assets: $2.6 million
Total Client Accounts: 103
Discretionary Accounts: 103
Regulatory Filings
CRD Number: 139741
Filing ID: 1823172
Last Filing Date: 2024-02-06 10:01:00