Moondance Investment Advisors, LLC
Moondance Investment Advisors, LLC (CRD# 166171) is a financial advisory firm headquartered in New Hope, PA. They manage $29,947,539 in 101 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Moondance Investment Advisors, LLC
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts101ACCOUNTS
-
Average Account Value$296,510
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Moondance Investment Advisors, LLC
1
Robert Lockyer (CRD# 6873747) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in Reading, PA and has 1 year of experience in the finance industry.
2
William Stanert (CRD# 716136) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in New Hope, PA and has over 43 years of experience in the finance industry.
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