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SUNDANCE BAY

Tel: 801-783-3430
1240 East 2100 South, Suite 300
Salt Lake City, Utah  84106-2817

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SUNDANCE BAY

SUNDANCE BAY is a Salt Lake City, Utah based financial advisory firm with nearly $2,021,527,724 in assets under management and provides investment advisory services for 6 clients. There are currently 72 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

301868

SEC#:

801-118520

No. of Clients:

6

Assets under Management

$2,021,527,724

No. of Advisors:

72

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