HAROLD W. DANCE INC.

HAROLD DANCE INVESTMENTS
LOGAN, Utah·3 registered advisors·CRD# 1582
SEC# 801-1296470435-752-8484
01

Firm Overview

AUM
$119M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HAROLD W. DANCE INC.

3 registered advisors
Aaron James Neeley
LOGAN, Utah
Daniel Joseph Neeley
LOGAN, Utah
Stephen F Neeley
LOGAN, Utah
05

Office Locations

LOGAN, Utah
3 advisors

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Data sourced from SEC Form ADV filings. HAROLD W. DANCE INC. (CRD# 1582) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.