Moondance Investment Advisors, LLC

Moondance Investment Advisors, LLC (CRD# 166171) is a financial advisory firm headquartered in New Hope, PA. They manage $16,933,000 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $161,267
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Moondance Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William H. Stanert
CRD#: 716136
247 N. Main Street, New Hope, PA 18938
93
Wealthminder
score

William Stanert (CRD# 716136) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in New Hope, PA and has over 37 years of experience in the finance industry.

2
Steven T. Lees
CRD#: 6446914
Elizabethtown, PA
87
Wealthminder
score

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.

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