Sundial Group, LLC

Overview

Sundial Group, LLC is organized as a limited liability company and has been SEC-registered since 2012. The firm is classified in the data as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state adviser. It also does not report activity as a pension consultant, a related adviser, or a newly formed adviser in the provided data set.

Assets & Accounts