Assets Under Management
$1.7B
Number of Clients
495
Number of Advisors
5
Average Client AUM
$3.4M
AUM per Advisor
$336.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sloy, Dahl & Holst, LLC is a registered investment adviser offering discretionary portfolio management services tailored to clients' needs and objectives. They also offer financial consulting services on specific financial topics. They manage assets for individuals and pension plans, using proprietary models with varying risk tolerances. They primarily advise on stocks, mutual funds, ETFs, and CIFs.
1220 Main Street, Suite 400, Vancouver, WA, 98660