Sloy, Dahl & Holst, LLC
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 110102
- Registered since
- March 25, 1988
- Website
- sdh-inc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans48.25%
- HNWI41.99%
- Individuals7.1%
- Corporations / Businesses2.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sloy, Dahl & Holst, LLC is an independent registered investment adviser (SEC-registered since 1988) that serves both individual and institutional clients. The firm offers comprehensive wealth management services centered on financial planning and discretionary portfolio management for individuals, small businesses, and larger institutional or corporate clients. Its fee arrangements include asset-based fees, hourly billing and performance‑based fees, indicating flexibility to match client needs and certain incentive-aligned mandates. The firm does not describe itself as an active ESG investor and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities47%
- Private Funds35%
- Public Funds/Mutual Funds17%
- US Government Bonds1%
Contacts
3 of 6
Christine Cruz
Account ExecutiveCRD 6949264
Paul Wedin
Director of Retirement Plan ServicesCRD 6270156
Michael Tudor
Investment Adviser RepresentativeCRD 6281832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$140M in ETFs
57%
$79M
29%
$60.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRAYSCALE ETHEREUM STAKING MINI ETF (ETH) | Grayscale | Passive | Digital Assets | $22.5M | 883,884 | 16.14% |
Location
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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