SUNDIAL GROUP, LLC

Overview

Sundial Group, LLC is a limited liability company that has been SEC-registered since 2012 and is classified in FINTRX as an investment bank. The firm is owned as a domestic entity/individual and is not identified as a capital allocator. The data provided does not describe fee schedules, specific advisory services, client segments, or business activities, and Sundial Group, LLC is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Available records are sparse and do not show typical advisory metrics for a wealth manager or registered investment adviser. The combination of the investment-bank classification and the limited public disclosure suggests the firm’s primary activity is more likely transaction- or capital-markets–oriented than retail or institutional asset management, but the source data does not supply activity-level detail to confirm that.

Assets & Accounts