Sundial Group, LLC

Overview

Sundial Group, LLC is a limited liability company that registered with the SEC in 2012 and is categorized in FINTRX as an investment bank. Ownership is listed as a combination of a domestic entity and individual ownership. The firm does not present itself as a capital allocator and is flagged as not being an active ESG investor. It is also not identified as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. Public disclosures about Sundial Group are sparse. The record contains no detail on business lines, advisory offerings, fee schedules, or client segments, and the firm reports no advisory activity or accounts in the available dataset. The classification as an investment bank suggests its primary operations, if any, may lean toward transactional or advisory work rather than traditional retail wealth management.

Assets & Accounts

Location & Offices