Sundance Wealth Management Group LLC
Sundance Wealth Management Group LLC (CRD# 140740) is a financial advisory firm headquartered in Wesley Chapel, FL. They manage $3,036,575 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$94,893
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Thomas Gruber (CRD# 5153509) is an Investment Advisor Representative working at Sundance Wealth Management Group LLC in Wesley Chapel, FL and has over 11 years of experience in the finance industry.