Dahl Financial Services, Inc.

Overview

Dahl Financial Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and bills through a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements. Its advisory list on file includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, publication of periodicals or newsletters, market timing services, and educational seminars and workshops. The firm is not identified as an active ESG investor and is not positioned as a multi-state or newly formed adviser. It maintains an affiliation with an insurance company and appears to use third-party external managers for certain alternative strategies.

Assets & Accounts

Public Holdings

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Location & Offices