MOONDANCE INVESTMENT ADVISORS, LLC

NEW HOPE, Pennsylvania·2 registered advisors·CRD# 166171

SEC# 801-77375215-808-0868

01

Firm Overview

AUM

$16M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at MOONDANCE INVESTMENT ADVISORS, LLC

2 registered advisors

Marie Shaun Stanert

NEW HOPE, Pennsylvania

William Howard Stanert

NEW HOPE, Pennsylvania

05

Office Locations

NEW HOPE, Pennsylvania

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Data sourced from SEC Form ADV filings. MOONDANCE INVESTMENT ADVISORS, LLC (CRD# 166171) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.