HAROLD DANCE INVESTMENTS

Overview

Harold Dance Investments operates as an independent broker-dealer and insurance broker that also provides advisory services focused on financial planning and portfolio management for individuals and small businesses. The firm targets a mix of individual, family and institutional clients and charges a combination of percentage-of-AUM, hourly and fixed fees. Its registered advisory activity began in 2024, and the firm is owned by an individual—Harold Dance—running a compact advisory platform that places heavy emphasis on managed public funds and mutual funds. Investment activity shows a clear preference for pooled public vehicles: the firm places the bulk of client capital in public funds and mutual funds while supplementing portfolios with annuity products where appropriate. Harold Dance Investments does not identify as an active ESG investor and it is not positioned as a multi-state adviser or pension consultant. The firm indicates use of third‑party external alternative investment managers, though specific managers are not disclosed.

Assets & Accounts

Investments & Alternatives

Location & Offices