SLOY, DAHL & HOLST, LLC - Financial Advisor in Washington, Vancouver

Tel: 503-248-9800 1220 Main Street Suite 400 Vancouver, Washington 98660

About SLOY, DAHL & HOLST, LLC

SLOY, DAHL & HOLST, LLC is a Vancouver, Washington based financial advisory firm with nearly $1,338,445,292 in assets under management and provides investment advisory services for 972 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

110102

Firm SEC#:

801-31712

Assets Under Management:

$1,338,445,292

No. of Clients:

972

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (MANAGER TO COLLECTIVE INVESTMENT FUNDS)

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

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