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SUNDANCE ADVISORS

PITTSBURGH, PA · CRD 139741 · IAPD ↗ · 412-366-2813

$226.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2024 — SUNDANCE ADVISORS (PITTSBURGH, PA) left the SEC roster (was $226.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.