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SLOY, DAHL & HOLST, LLC
CRD 110102 · SEC 801-31712
1220 MAIN STREET, SUITE 400, VANCOUVER, WA, 98660, United States
Phone
503-248-9800
Fax
503-248-7088
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.80B
Discretionary AUM
$1.80B
Team
6 total employees; 6 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)MANAGER TO COLLECTIVE INVESTMENT FUNDS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 283 | $128.0M |
| High net worth individuals | 165 | $757.2M |
| Pension/profit sharing plans | 66 | $870.2M |
| Corporations/business entities | 12 | $48.1M |
States served
AZ, CA, CO, KY, NE, NV, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD