Investment adviser · CRD 166171
MOONDANCE INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
NEW HOPE, PA, United States · Form ADV filed May 14, 2013
- Regulatory AUM
- $15.7M Form ADV · Item 5.F
- Client accounts
- 82 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 14, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
247 N. MAIN STREETNEW HOPE, PA, 18938, United States
CRD 166171
Filing source
Form ADV 737519 · May 14, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.