Sundial Group, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 158367
- Registered since
- March 20, 2012
- Website
- www.sundialfinancial.com
Firm profile
FINTRXOverview
Sundial Group, LLC is a limited liability company that has been registered with the SEC since 2012 and is categorized in public records as an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. Available filings and the firm snapshot disclose minimal detail about business lines or advisory programs. The firm is not identified as a capital allocator, does not self-report active ESG investing, and is not described as a multi-state adviser, pension consultant, or related/advisor affiliate in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 16
Victor Kalafa
DirectorCRD 1030832
Jill Jimenez
Registered RepresentativeCRD 8082855
Michael Schuster
Managing DirectorCRD 7851622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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