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Building 2SLOY, DAHL & HOLST, LLC

Map pinVANCOUVER, WA
Phone503-248-9800
NotebookSEC #801-31712
Total AUM
$1.8B
Employees
6
Clients
526

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1220 MAIN STREET
SUITE 400
VANCOUVER
WA 98660
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
503-248-9800
Other Offices
4

ReceiptFinancials

Total AUM
$1.8B
Accounts
1,086
Discretionary
$1.8B
Accounts
1,086
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
283
AUM
$128M
HNW Individual Clients
165
AUM
$757.2M
Pension/Profit Sharing Plan Clients
66
AUM
$870.2M
Corporation or Business Clients
12
AUM
$48.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MANAGER TO COLLECTIVE INVESTMENT FUNDS
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKYNENVORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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