CRD: 166171
Moondance Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company · Morgan Stanley · UBS
- Clients
- Retail
- Platforms
- Prime catalyst
- Established Date
- 11-01-2012
- Office Locations
- 2
Office Locations
About Moondance Investment Advisors, LLC
MoonDance Investment Advisors provides personalized financial planning and retirement-focused advice for business owners and entrepreneurs, aviation professionals, physicians, and families seeking multi-generational wealth planning. The firm supports goals like retirement, education funding, charitable planning, and asset protection, and can evaluate employer plans (401(k)/SEP) for cost, ERISA compliance, and investment options. Portfolios may use ETFs, mutual funds, and fixed income, with Schwab among custodians, and a dedicated advisor as the primary point of contact.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARIE SHAUN STANERT
--
- CRD
- --
- Ownership
- 50% but less than 75%
WILLIAM HOWARD STANERT JR
Chief Compliance Officer
- CRD
- #716136
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Robert Keith Lockyer
Associate
- CRD
- #6873747
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,505,837 | $193,829 |
| Non-Discretionary | $329,298 | $175,000 |
| Total | $34,835,135 | $191,073 |
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Separately Managed Accounts
Total SMA Asset: $34,835,135
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,758,841,561 | 27.5% |
| Equity - Exchange | $1,157,637,536 | 18.1% |
| Cash | $1,893,153,098 | 29.6% |
| U.S. Government/Agency | $1,586,155,298 | 24.8% |
| Total | $6,395,787,493 | 100.0% |