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Building 2HAROLD DANCE INVESTMENTS

Map pinLOGAN, UT
Phone435-752-8484
NotebookSEC #801-129647
Total AUM
$158M
Employees
8
Clients
306

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
72 E CENTER STREET
LOGAN
UT 84321
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
435-752-8484

ReceiptFinancials

Total AUM
$158M
Accounts
409
Discretionary
$158M
Accounts
409
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
281
AUM
$122M
HNW Individual Clients
21
AUM
$32M
Charitable Organization Clients
4
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDNVTXUT

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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