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Building 2SUNDIAL WEALTH LLC

Map pinBOCA RATON, FL
Phone561-302-4371
NotebookSEC #801-135014
Total AUM
$125.8M
Employees
3
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 NORTH FEDERAL HIGHWAY
SUITE 228
BOCA RATON
FL 33431
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-302-4371

ReceiptFinancials

Total AUM
$125.8M
Accounts
113
Discretionary
$125.8M
Accounts
113
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$546.8K
HNW Individual Clients
51
AUM
$125.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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