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- Custodian
- Fidelity/NFS ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Focus harbor
- Established Date
- 06-20-1991
- Office Locations
- 1
Office Locations
About Harold Dance Investments
Harold Dance Investments is an independent Logan, Utah advisory firm serving individuals, families, small employers, and charitable organizations. Advisors work directly with clients on goal-based financial planning, estate/tax planning, retirement plans, and portfolio construction, using mutual funds, index strategies, ETFs, and annuity solutions where appropriate. Custody relationships include Fidelity/NFS and TIAA.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AARON JAMES NEELEY
Advisor, VICE PRESIDENT
- CRD
- #6001558
- Ownership
- 25% but less than 50%
DANIEL JOSEPH NEELEY
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #5556337
- Ownership
- 25% but less than 50%
Pathway capital
Meridian summit
- CRD
- #20196
- Ownership
- 38.2%
Showing 2 of 3 owners & executives
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Patty Sui Bartholomew
Financial Advisor
- CRD
- #7086050
GARRETT T ELLIS
--
- CRD
- #8075680
Catalyst summit
Wave vector
- CRD
- #64769
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,000,000 | $386,308 |
| Non-Discretionary | $0 | -- |
| Total | $158,000,000 | $386,308 |
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Separately Managed Accounts
Total SMA Asset: $158,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $861,166,247 | 40.5% |
| Cash | $512,447,075 | 24.1% |
| Equity - Exchange | $752,723,090 | 35.4% |
| Total | $2,126,336,412 | 100.0% |