Harold Dance Investments
Harold Dance Investments is an SEC-registered mass-market adviser in Logan, UT with $158.0M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Harold Dance Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 1582, SEC 801-129647, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $158.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Logan, UT
- Employees
- 8
- Clients
- 306
- CRD
- 1582
- Ownership
- NEELEY, STEPHEN F; ELLIS, DEBRA DANCE; DANCE, HAROLD WINTLE; DANCE, TAMMY TESSMER; NEELEY, AARON JAMES
How much AUM does Harold Dance Investments have?
Harold Dance Investments reported $158.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Harold Dance Investments?
Disclosed owners and executives of Harold Dance Investments include NEELEY, STEPHEN F, ELLIS, DEBRA DANCE, DANCE, HAROLD WINTLE, DANCE, TAMMY TESSMER, NEELEY, AARON JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.