SLOY DAHL & HOLST HOLDINGS, INC
Firm details
- Headquarters
- VANCOUVER, Washington
- CRD number
- 310107
- Registered since
- June 8, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sloy Dahl & Holst Holdings, Inc. is a privately held corporate adviser that registered with the SEC in 2020. The firm is classified as an individual-owned, unclassified adviser and is identified in filings as an "Other Investment Adviser." It does not report being a capital allocator, is not positioned as an active ESG investor, and is not registered as a multi-state adviser. The evidence available points to a firm focused on managing private investment vehicles rather than operating a broad retail advisory practice.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2RONALD SLOY
Principal & FounderCRD 1123348
MICHAEL TUDOR
Investment Adviser RepresentativeCRD 6281832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VANCOUVER, WA
CLARK
Location
VANCOUVER, WA
Headquartered in VANCOUVER, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLARK
- Address
- 1220 Main St
- Time zone
- PT (UTC-8)
- Office locations
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