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).

Current Firm Details
1220 Main Street, Suite 400, Vancouver, WA 98660
http://www.sdh-inc.com
By the Numbers
  • Total Assets Under Management
    1,338
    MILLION
  • Total Number of Accounts
    972
    ACCOUNTS
  • Average Account Value
    $1,377,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, KY, OR, TX, WA

Financial Advisors at Sloy, Dahl & Holst, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Christine Cruz, financial advisor Vancouver WA
Christine M. Cruz
CRD#: 6949264
1220 Main Street, Suite 400, Vancouver, WA 98660

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.

2
James Holst, financial advisor Vancouver WA
James C. Holst
CRD#: 1007503
1220 Main Street, Suite 400, Vancouver, WA 98660

James Holst (CRD# 1007503) is an Investment Advisor Representative working at Sloy, Dahl & Holst, LLC in Vancouver, WA and has over 40 years of experience in the finance industry.

3
Ronald Sloy, financial advisor Vancouver WA
Ronald J. Sloy
CRD#: 1123348
1220 Main Street, Suite 400, Vancouver, WA 98660

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.

4
Michael Tudor, financial advisor Vancouver WA
Michael G. Tudor
CRD#: 6281832
1220 Main Street, Suite 400, Vancouver, WA 98660

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.

5
Paul Wedin, financial advisor Vancouver WA
Paul E. Wedin
CRD#: 6270156
1220 Main Street, Suite 400, Vancouver, WA 98660

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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