SLOY, DAHL & HOLST, LLC
Portland, Oregon
3.5
2 Reviews
Sloy, Dahl & Holst, LLC is a reputable investment advisory firm based in Portland, Oregon. With over two decades of experience in the industry, they have built a strong foundation of trust and expertise. As a locally owned and operated company, Sloy, Dahl & Holst focuses on providing personalized investment advisory services to their diverse client base. Comprised of five dedicated professionals, the firm offers a comprehensive range of investment solutions to meet the unique needs and goals of their clients. Each member of the team specializes in providing expert advice and guidance, ensuring that clients receive tailored strate...
See more
Loading...

Assets Under Mgmt

$944.23M

Investment Professionals

5

Locations

1

% 401K & Individual

12%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: MANAGER TO COLLECTIVE INVESTMENT FUNDS
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.