Harold W. Dance Inc.
● SEC registered since 2024CRD 1582SEC# 801-129647Logan, UT
Reg. AUM
$158M
Employees
8
Accounts
409
Location
Logan, UT
Harold W. Dance Inc. assets under management
Harold W. Dance Inc. operates as an SEC-registered investment adviser based in Logan, UT. The firm has been registered since 2024. It reports $158 million in regulatory assets under management and employs 8 people.
Harold W. Dance Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron James Neeley Control | Vice President, S-Corp Shareholder | 25-50% | 2018 |
| Daniel Joseph Neeley Control | Vice President, S-Corp Shareholder | 25-50% | 2018 |
| Stephen F Neeley Control | President; Cco; S-Corp Shareholder | Under 5% | 2004 |
Frequently asked questions
How much does Harold W. Dance Inc. manage?
Harold W. Dance Inc. reports $158 million in regulatory assets under management on its Form ADV.
How many employees does Harold W. Dance Inc. have?
Harold W. Dance Inc. reports 8 employees.
Where is Harold W. Dance Inc. located?
Harold W. Dance Inc. is based in Logan, UT and has been SEC-registered since 2024.
Does Harold W. Dance Inc. disclose fund performance?
Harold W. Dance Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 72 E Center Street, Logan, UT 84321 |
| Phone | 435-752-8484 |
| Fax | 435-752-8487 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 200194 |
| Discloses disciplinary history | No |
Regulatory AUM
$158M▲ 20%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$158Mregulatory AUM
Discretionary $158M