HAROLD W. DANCE INC.
Legal name: HAROLD DANCE INVESTMENTS
CRD #1582 SEC #801-129647 LOGAN, UT 435-752-8484
SEC Registered Broker-Dealer
Total AUM
$132M
Discretionary
$132M
Employees
7
Clients
251
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $132M | $132M | $0 | 7 | 298 |
| Nov 2024 | $119M | $119M | $0 | 7 | 207 |
| Sep 2024 | $119M | $119M | $0 | 7 | 207 |
| May 2024 | $119M | $119M | $0 | 7 | 207 |
| Mar 2024 | $119M | $119M | $0 | 7 | 207 |
| Feb 2024 | $119M | $119M | $0 | 7 | 207 |
| Feb 2024 | $119M | $119M | $0 | 7 | 207 |
DateApr 2025
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees7
Clients298
DateNov 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees7
Clients207
DateSep 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees7
Clients207
DateMay 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees7
Clients207
DateMar 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees7
Clients207
DateFeb 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees7
Clients207
DateFeb 2024
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees7
Clients207