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Harold W. Dance Inc. (Logan)


Harold W. Dance Inc. is an adviser based in Logan. It manages $15.9 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2005.

Harold W. Dance provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Harold W. Dance: assets under management

The assets under management (AUM) of Harold W. Dance Inc. is $15.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.34 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Harold W. Dance Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Logan

The principal office where Harold W. Dance Inc. performs its advisory services is located at 360 N. Main, Logan, UT 84321, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 435-752-8484 or by fax 435-752-8487. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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