Sundial Capital Management, LP

Sundial Capital Management, LP (CRD# 117461) is a financial advisory firm headquartered in Arlington, TX. They manage $303,844 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2109 Shadow Ridge Drive, Arlington, TX 76006
http://www.sundialcapital.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $303,844
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sundial Capital Management, LP
Showing 1 - 2 of 2 top financial advisors.
1
Brian Nerney, financial advisor Arlington TX
Brian Nerney
CRD#: 4476700
2109 Shadow Ridge Drive, Arlington, TX 76006

Brian Nerney (CRD# 4476700) is an Investment Advisor Representative working at Sundial Capital Management, LP in Arlington, TX and has over 22 years of experience in the finance industry.

2
Trent Schlauch, financial advisor Arlington TX
Trent A. Schlauch
CRD#: 5288872
2109 Shadow Ridge Drive, Arlington, TX 76006

Trent Schlauch (CRD# 5288872) is an Investment Advisor Representative working at Sundial Capital Management, LP in Arlington, TX and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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