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HAROLD W. DANCE INC.

UUID52d94817-9c4f-5354-9868-3e88d3286eaa
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:48
Updated2025-10-23 02:23:48

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 1582 1582 1.0
cik 0000200194 200194
sec_file_number 801-129647 801-129647

Profile

WebsiteHTTP://WWW.HAROLDDANCE.COM
HQ CityLOGAN
HQ StateUT
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • HAROLD DANCE INVESTMENTS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)132,000,000.0
  • RAUM (discretionary)132,000,000.0
  • Actionable assets30,000,000.0
  • Accounts298.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM3,000,000.0
  • HNW AUM27,000,000.0

As of 2025-04-01 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.