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HAROLD DANCE INVESTMENTS

LOGAN, UT · CRD 1582 · IAPD ↗ · harolddance.com · 435-752-8484

$158.0MRegulatory AUM
8Advisory reps
8Employees
409Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — HAROLD DANCE INVESTMENTS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
46
December 2024 — HAROLD DANCE INVESTMENTS notice-filed in CA, NV, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — HAROLD DANCE INVESTMENTS (LOGAN, UT) is newly SEC-registered with $119.0M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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