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Home > Retirement Planners > washington > vancouver > SLOY, DAHL & HOLST, LLC
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 3 offices throughout the country.
SLOY, DAHL & HOLST, LLC is a Vancouver, Washington based Financial Planning firm with nearly $944,230,557 assets under management, offering retirement planning & investment advisory services to 923 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 | $944,230,557 |
| No. of Clients | 923 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 923 | $944,230,557 |
| Individuals (other than high net worth individuals) | 433 | $112,115,830 |
| High net worth individuals | 87 | $256,587,245 |
| Pension and profit sharing plans | 113 | $575,527,482 |
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