Sundial Capital Management, LP
Sundial Capital Management, LP (CRD# 117461) is a financial advisory firm headquartered in Arlington, TX. They manage $303,844 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sundial Capital Management, LP
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$303,844
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Sundial Capital Management, LP
1
Brian Nerney (CRD# 4476700) is an Investment Advisor Representative working at Sundial Capital Management, LP in Arlington, TX and has over 22 years of experience in the finance industry.
2
Trent Schlauch (CRD# 5288872) is an Investment Advisor Representative working at Sundial Capital Management, LP in Arlington, TX and has over 17 years of experience in the finance industry.
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