SUNDANCE BAY INVESTMENT MANAGER, LLC

SUNDANCE BAY
SALT LAKE CITY, Utah·1 registered advisor·CRD# 301868
SEC# 801-1185201801-783-3430
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
72
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at SUNDANCE BAY INVESTMENT MANAGER, LLC

1 registered advisor
John Stephen Pennington
SALT LAKE CITY, Utah
05

Office Locations

SALT LAKE CITY, Utah
1 advisor

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Data sourced from SEC Form ADV filings. SUNDANCE BAY INVESTMENT MANAGER, LLC (CRD# 301868) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.