Sloy, Dahl & Holst, LLC
Sloy, Dahl & Holst, LLC (CRD# 110102) is a financial advisory firm headquartered in Vancouver, WA. They manage $1,338,445,292 in 972 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management1,338MILLION
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Total Number of Accounts972ACCOUNTS
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Average Account Value$1,377,001
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, CO, KY, OR, TX, WA
Christine Cruz (CRD# 6949264) is an Investment Advisor Representative working at Sloy, Dahl & Holst, LLC in Vancouver, WA and has over 5 years of experience in the finance industry.
James Holst (CRD# 1007503) is an Investment Advisor Representative working at Sloy, Dahl & Holst, LLC in Vancouver, WA and has over 41 years of experience in the finance industry.
Ronald Sloy (CRD# 1123348) is an Investment Advisor Representative working at Sloy, Dahl & Holst, LLC in Vancouver, WA and has over 28 years of experience in the finance industry.
Michael Tudor (CRD# 6281832) is an Investment Advisor Representative working at Sloy, Dahl & Holst, LLC in Vancouver, WA and has over 10 years of experience in the finance industry.
Paul Wedin (CRD# 6270156) is an Investment Advisor Representative working at Sloy, Dahl & Holst, LLC in Vancouver, WA and has over 9 years of experience in the finance industry.