Unclaimed Profile

Ann Elizabeth Mastic

SUNDANCE BAY INVESTMENT MANAGER, LLC·SALT LAKE CITY, Utah

Clean recordSUNDANCE BAY INVESTMENT MANAGER, LLC

1240 EAST 2100 SOUTH, SUITE 300, SALT LAKE CITY, UT 84106-2817CRD# 6769980Firm CRD# 301868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Elizabeth Mastic · SALT LAKE CITY, UT

Registration

CRD #6769980 · SUNDANCE BAY INVESTMENT MANAGER, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ann Elizabeth Mastic is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with SUNDANCE BAY INVESTMENT MANAGER, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SUNDANCE BAY INVESTMENT MANAGER, LLC

SUNDANCE BAY

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUNDANCE BAY INVESTMENT MANAGER, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6769980

Firm CRD# 301868

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ann Elizabeth Mastic offer?

Ann Elizabeth Mastic specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Ann Elizabeth Mastic's credentials?

Ann Elizabeth Mastic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ann Elizabeth Mastic located?

Ann Elizabeth Mastic is based in SALT LAKE CITY, Utah, working with SUNDANCE BAY INVESTMENT MANAGER, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Ann Elizabeth Mastic charge for services?

Ann Elizabeth Mastic's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUNDANCE BAY INVESTMENT MANAGER, LLC?

SUNDANCE BAY INVESTMENT MANAGER, LLC has approximately 72 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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