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 organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual owner. The firm is not identified as a capital allocator, does not flag itself as an active ESG investor, and the record indicates it is not a newly formed adviser, not a pension consultant, and not a related adviser. The dataset does not disclose the firm’s advisory activities, fee structure, client segments, or specific business lines beyond the high-level classification. No affiliations or external activities were provided.
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
Location
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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