Overview
Assets Under Management: $1.7 billion
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 160
Average Client Assets: $5 million
Frequently Asked Questions
SLOY, DAHL & HOLST, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110102), SLOY, DAHL & HOLST, LLC is subject to fiduciary duty under federal law.
SLOY, DAHL & HOLST, LLC is headquartered in VANCOUVER, WA.
SLOY, DAHL & HOLST, LLC serves 160 high-net-worth clients according to their SEC filing dated April 14, 2025. View client details ↓
According to their SEC Form ADV, SLOY, DAHL & HOLST, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SLOY, DAHL & HOLST, LLC manages $1.7 billion in client assets according to their SEC filing dated April 14, 2025.
According to their SEC Form ADV, SLOY, DAHL & HOLST, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.01
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,016
Discretionary Accounts: 1,016
Regulatory Filings
CRD Number: 110102
Filing ID: 1979369
Last Filing Date: 2025-04-14 14:36:00
Website: https://sdh-inc.com