HAROLD DANCE INVESTMENTS of LOGAN, UT is an SEC-registered investment adviser (CRD 1582). Regulatory assets under management: $158.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Stephen F Neeley | PRESIDENT; CCO; S-CORP SHAREHOLDER | — |
| Daniel Joseph Neeley | VICE PRESIDENT, S-CORP SHAREHOLDER | — |
| Aaron James Neeley | VICE PRESIDENT, S-CORP SHAREHOLDER | — |
| DANCE HAROLD WINTLE | CHAIRMAN OF THE BOARD; 10.1% S-CORP SHAREHOLDER | — |
| NEELEY STEPHEN F | PRESIDENT; CCO; 50.1% S-CORP SHAREHOLDER; PRESIDENT; CCO; S-CORP SHAREHOLDER | — |
| ELLIS DEBRA DANCE | S-CORP SHAREHOLDER, 16% | — |
| DANCE TAMMY TESSMER | S-CORP SHAREHOLDER, 23.8% | — |
| NEELEY DANIEL JOSEPH | VICE PRESIDENT, S-CORP SHAREHOLDER | — |
| NEELEY AARON JAMES | VICE PRESIDENT, S-CORP SHAREHOLDER | — |