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Building 2SUNDANCE ADVISORS

Map pinPITTSBURGH, PA
Phone412-366-2813
NotebookSEC #801-66405
Total AUM
$226M
Employees
2
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5500 CORPORATE DRIVE
SUITE 216
PITTSBURGH
PA 15237
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
412-366-2813

ReceiptFinancials

Total AUM
$226M
Accounts
103
Discretionary
$226M
Accounts
103
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
80
AUM
$211M
Pension/Profit Sharing Plan Clients
1
AUM
$15M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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