Sundial Group, LLC

Overview

Sundial Group, LLC is registered with the SEC (registration year 2012) and organized as a limited liability company. FINTRX classifies the firm as an investment bank and lists ownership as a combination of a domestic entity and an individual. The profile flags the firm as not a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser, pension consultant, or related adviser. The source record provides no specifics on fee arrangements, client segments, or the firm’s advisory and business activities beyond the investment-bank classification, which limits visibility into its operating model and service offerings.

Assets & Accounts