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Ann Elizabeth Mastic

SUNDANCE BAY INVESTMENT MANAGER, LLC·SALT LAKE CITY, Utah
Unclaimed Profile
1240 EAST 2100 SOUTH, SUITE 300, SALT LAKE CITY, UT 84106-2817CRD# 6769980Firm CRD# 301868
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SUNDANCE BAY INVESTMENT MANAGER, LLC
SUNDANCE BAY
AUM
$2.0B
Regulatory assets under management
Employees
72
Total firm employees
View all advisors at SUNDANCE BAY INVESTMENT MANAGER, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6769980
Firm CRD# 301868
No disclosures on file
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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Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
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Research
Advisor Fees in UtahNational Fee Analysis
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