Falists
← Back to search

SUNDANCE WEALTH MANAGEMENT

DEPASQUALE, JOHN, ROBERT

CRD 114938

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$2.9M

Discretionary AUM

$2.9M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2023-12-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals8$2.9M

All web addresses on file

Official SEC filing: View on IAPD