Sundial Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
158367
Registered since
March 20, 2012

Firm profile

FINTRX

Overview

Sundial Group, LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual owner. The firm is not identified as a capital allocator, does not flag itself as an active ESG investor, and the record indicates it is not a newly formed adviser, not a pension consultant, and not a related adviser. The dataset does not disclose the firm’s advisory activities, fee structure, client segments, or specific business lines beyond the high-level classification. No affiliations or external activities were provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Lauderdale, FL

Broward

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
200 E Broward Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth