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HAROLD DANCE INVESTMENTS
HAROLD W. DANCE INC.
CRD 1582 · SEC 801-129647
72 E CENTER STREET, LOGAN, UT, 84321, United States
Phone
435-752-8484
Fax
435-752-8487
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.0M
Discretionary AUM
$158.0M
Team
8 total employees; 8 advisory reps; 409 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 281 | $122.0M |
| High net worth individuals | 21 | $32.0M |
| Charitable organizations | 4 | $4.0M |
States served
CA, ID, NV, UT, TX
All web addresses on file
Official SEC filing: View on IAPD