PPrivate Fund Data Log in Join · $37/mo

Harold W. Dance Inc.

● SEC registered since 2024CRD 1582SEC# 801-129647Logan, UT
Export (members)
Reg. AUM
$132M
Employees
7
Accounts
298
Location
Logan, UT

Harold W. Dance Inc. assets under management

Harold W. Dance Inc. operates as an SEC-registered investment adviser based in Logan, UT. The firm has been registered since 2024. It reports $132 million in regulatory assets under management and employs 7 people.

Harold W. Dance Inc. owners & executives

3 reported
NameTitleOwnershipSince
Aaron James Neeley ControlVice President, S-Corp Shareholder25-50%2018
Daniel Joseph Neeley ControlVice President, S-Corp Shareholder25-50%2018
Stephen F Neeley ControlPresident; Cco; S-Corp ShareholderUnder 5%2004

Frequently asked questions

How much does Harold W. Dance Inc. manage?

Harold W. Dance Inc. reports $132 million in regulatory assets under management on its Form ADV.

How many employees does Harold W. Dance Inc. have?

Harold W. Dance Inc. reports 7 employees.

Where is Harold W. Dance Inc. located?

Harold W. Dance Inc. is based in Logan, UT and has been SEC-registered since 2024.

Does Harold W. Dance Inc. disclose fund performance?

Harold W. Dance Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address72 E Center Street, Logan, UT 84321
Phone435-752-8484
Fax435-752-8487
Office hours9:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK200194
Discloses disciplinary historyNo

Assets under management

Discretionary$132M
Non-discretionary$0
Total (RAUM)$132M