Sundance Wealth Management
Sundance Wealth Management (CRD# 114938) is a financial advisory firm headquartered in , . They manage $2,900,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sundance Wealth Management
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$181,250
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Sundance Wealth Management
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.