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Sundance Advisors Inc
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CRD # | 139741 |
SEC # | 801-66405 |
CIK # | |
AUM | $226.0 MM (2024-02-06) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 412-366-2813 |
Address | 5500 Corporate Drive Pittsburgh, PA 15237 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 80 | 211.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 15.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 103 | 226.0 |
By Discretionary | ||
Discretionary | 103 | 226.0 |
Non-Discretionary | 0 | 0.0 |
Total | 103 | 226.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 226.0 | |
Total | 103 | 226.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
LotusGroup Advisors LLC
✚
|
CO | 0.2 |
Miller Capital Partners Inc
✚
|
MI | 0.2 |
Nicholson Wealth Management Group LLC
✚
|
SC | 0.2 |
Marmo Financial Group LLC
✚
|
TN | 0.2 |
Evermont Wealth Inc
✚
|
CA | 0.2 |
CAFG Wealth Management Inc
✚
|
IL | 0.2 |
Guiry Capital Management LLC
✚
|
FL | 0.2 |
Wallace Advisory Group LLC
✚
|
CA | 0.2 |
Essential Partners LLC
✚
|
CA | 0.2 |
Bennett Selby Investments Limited Partnership
✚
|
ME | 0.2 |