SLOY, DAHL & HOLST, LLC

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

About SLOY, DAHL & HOLST, LLC

SLOY, DAHL & HOLST, LLC, formally registered with the SEC as SLOY, DAHL & HOLST, LLC. The firm was established in 03/25/1988. They have over 5 offices throughout the country.

SLOY, DAHL & HOLST, LLC is a Vancouver, Washington based Financial Planning firm with nearly $1,338,445,292 assets under management, offering retirement planning & investment advisory services to 972 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110102
SEC#	801-31712
Assets Managed by Firm	$1,338,445,292
No. of Clients	972
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	972	$1,338,445,292
Individuals (other than high net worth individuals)	244	$73,043,286
High net worth individuals	154	$529,643,907
Pension and profit sharing plans	70	$694,966,942
Corporations or other businesses	8	$40,791,157

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