Sloy Dahl & Holst Inc.

Sloy Dahl & Holst Inc. (CRD# 110102) is a financial advisory firm headquartered in Portland, OR. They manage $710,448,698 in 700 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    710
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $1,014,927
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Sloy Dahl & Holst Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michael G. Tudor
CRD#: 6281832
1230 Sw First Avenue, Suite 310, Portland, OR 97204
90
Wealthminder
score

Michael Tudor (CRD# 6281832) is an Investment Advisor Representative working at Sloy Dahl & Holst Inc. in Portland, OR and has over 4 years of experience in the finance industry.

2
Paul E. Wedin
CRD#: 6270156
1230 Sw First Avenue, Suite 310, Portland, OR 97204
90
Wealthminder
score

Paul Wedin (CRD# 6270156) is an Investment Advisor Representative working at Sloy Dahl & Holst Inc. in Portland, OR and has over 3 years of experience in the finance industry.

3
Ronald J. Sloy
CRD#: 1123348
1230 Sw First Avenue, Suite 310, Portland, OR 97204
86
Wealthminder
score

Ronald Sloy (CRD# 1123348) is an Investment Advisor Representative working at Sloy Dahl & Holst Inc. in Portland, OR and has over 22 years of experience in the finance industry. Ronald Sloy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James C. Holst
CRD#: 1007503
1230 Sw First Avenue, Suite 310, Portland, OR 97204
83
Wealthminder
score

James Holst (CRD# 1007503) is an Investment Advisor Representative working at Sloy Dahl & Holst Inc. in Portland, OR and has over 34 years of experience in the finance industry.

5
Paul G. Meeks
CRD#: 2026192
1230 Sw First Avenue, Suite 310, Portland, OR 97204
71
Wealthminder
score

Paul Meeks (CRD# 2026192) is an Investment Advisor Representative working at Sloy Dahl & Holst Inc. in Portland, OR and has over 24 years of experience in the finance industry.

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