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MOONDANCE INVESTMENT ADVISORS, LLC
CRD 166171 · SEC 801-77375
247 N. MAIN STREET, NEW HOPE, PA, 18938, United States
Phone
215-862-2282
Fax
215-862-2205
Registration
— (—)
Source
State registered
Total AUM
$34.8M
Discretionary AUM
$34.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $8.9M |
| High net worth individuals | 14 | $26.0M |
All web addresses on file
Official SEC filing: View on IAPD