MT
MT

Michael Gregory Tudor

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
290 clients
Average Client Portfolio
$501K average
Assets Under Management
$145.2M

Fee Structure

Financial Planning:Investment management only
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Location

1220 Main Street, Suite 400, Vancouver, WA, 98660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is the COO of Sloy, Dahl & Holst Holdings, Inc., a company managing a concentrated equity portfolio. This activity takes nearly full-time hours, with a significant portion during securities trading hours.

Employment History
Current Registrations
Hallett Advisors
November 2019 - Present · 6 yrs 3 mos
Sloy, Dahl & Holst, LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Smart Investor, LLC
February 2017 - August 2022 · 5 yrs 6 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.