Hugh Daniel Chace
Professional Summary
Hugh Daniel Chace, who also goes by Dan Chace, is a registered financial advisor currently at WASATCH ADVISORS LP located in Salt Lake City, Utah. Hugh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Hugh has worked at 4 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Chace
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
29 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CROSS CREEK CAPITAL | WASATCH GLOBAL INVESTORS | WASATCH CROSS CREEK CAPITAL | WASATCH ADVISORS LP | WASATCH ADVISORS INC | CROSS CREEK CAPITAL, GP, L.P. ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS II GP, LLC ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS
Contact Information
Main Address
505 Wakara Way 3rd Floor, Salt Lake City, UT 84108Phone Number
(801) 533-0777# of Employees
96SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
239AUM (Assets Under Management)
$23,346,360,707Similar Advisors
OSAIC WEALTH, INC.
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CROSS CREEK CAPITAL | WASATCH GLOBAL INVESTORS | WASATCH CROSS CREEK CAPITAL | WASATCH ADVISORS LP | WASATCH ADVISORS INC | CROSS CREEK CAPITAL, GP, L.P. ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS II GP, LLC ("RELYING ADVISER") | CROSS CREEK CAPITAL PARTNERS
State Registrations and Notice Filings
(7/21/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Hugh Daniel Chace's CRS (Customer Relationship Summary).
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