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).
-
Total Assets Under Management30MILLION
-
Total Number of Accounts101ACCOUNTS
-
Average Account Value$296,510
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
Steven Lees (CRD# 6446914) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in Elizabethtown, PA and has 1 year of experience in the finance industry.
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.
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.