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| Harold W Dance Inc
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|
|---|---|
| CRD # | 1582 |
| SEC # | 801-129647 |
| CIK # | 0000200194 |
| AUM | $158.0 M (2026-03-31) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 435-752-8484 |
| Address | 72 E Center Street Logan, UT 84321 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 281 | 122.0 |
| (b) Individuals (high net worth individuals) | 21 | 32.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 158.0 |
| By Discretionary | ||
| Discretionary | 409 | 158.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 409 | 158.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.0 | |
| Total | 409 | 158.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summitas Investment Management LLC
✚
|
0.2 | |
|
Beantown Financial Advisors LLC
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|
0.2 | |
|
BPC Advisors LLC
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NY | 0.2 |
|
Fc360 Wealth Management Inc
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CA | 0.2 |
|
Gilbert Capital Group Inc
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|
0.2 | |
|
Integral Financial Planning LLC
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|
0.2 | |
|
Clarus Group LLC
✚
|
NY | 0.2 |
|
Jack V Butterfield Investment Company
✚
|
MI | 0.2 |
|
Wisconsin Wealth Advisors LLC
✚
|
WI | 0.2 |
|
Copia Wealth Management LLC
✚
|
OR | 0.2 |