Sloy, Dahl & Holst, LLC

RIASEC RegisteredEst. 1988

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$1.7M

Accounts

1,086

Employees

Advisory reps

Firm details

Headquarters: Vancouver, Washington
CRD number: 110102
Registered since: March 25, 1988
Website: sdh-inc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Pension & Profit Sharing Plans48.25%
HNWI41.99%
Individuals7.1%
Corporations / Businesses2.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sloy, Dahl & Holst, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 1988. The firm serves both individuals and families as well as institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional accounts. Its fee arrangements include percentage-of-AUM billing, hourly charges and performance-based fees. Sloy, Dahl & Holst is not identified as an active ESG investor, is not multi-state registered, and does not act as a pension consultant. The firm also has industry roles that include serving as an investment adviser and sponsor, and functioning as a general partner/managing member of pooled investment vehicles.