Sundial Group, LLC

Overview

Sundial Group, LLC is structured as a limited liability company and is registered with the SEC since 2012. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is listed as a mix of a domestic entity and an individual. Disclosure fields for the firm’s advisory activities, client segments, and fee structure are blank in the available record, so the public profile does not present typical RIA business-line details such as managed-product offerings or target client types.

Assets & Accounts

Investments & Alternatives