Sloy Dahl & Holst

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

1230 SW 1st Ave Ste 310, Portland, Orego...

Phone Number

(503) 248-9800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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2

About Sloy Dahl & Holst

Sloy, Dahl & Holst, LLC is a boutique investment house based in Portland, Oregon, established in 1986. The firm specializes in tailored financial investment portfolios for both individual and corporate clients, focusing on wealth building, capital preservation, retirement planning, and pension fund management. Their dedicated team aims to exceed client expectations by providing personalized financial services. The company is committed to helping clients navigate their financial journeys with customized strategies.Explore more
Sloy Dahl & Holst's Social MediaPopular SearchesSloy Dahl & Holst IncSloy Dahl Holst IncSloy Dahl and Holst IncDahl & Holst IncRon Sloy CFPSIC Code 62,628NAICS Code 52,523Show more

Sloy Dahl & Holst Org Chart

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Chief Operating Officer

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Chief Investment Officer

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Operations Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sloy Dahl & Holst

<$5M
1-10
Private
-
1986
MT
Michael TudorChief Operating Officer
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

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Low Activity

High Activity

Activity Insights

Sloy Dahl & Holst is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sloy Dahl & Holst is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sloy Dahl & Holst.

Sloy Dahl & Holst Tech Stack

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Frequently Asked Questions Regarding Sloy Dahl & Holst

What is Sloy Dahl & Holst's official website?
Sloy Dahl & Holst's official website is www.sdh-inc.com
What is Sloy Dahl & Holst's Revenue?
Sloy Dahl & Holst's revenue is <$5 Million
What is Sloy Dahl & Holst's SIC code?
Sloy Dahl & Holst's SIC: 62,628
What is Sloy Dahl & Holst's NAICS code?
Sloy Dahl & Holst's NAICS: 52,523
How many employees does Sloy Dahl & Holst have?
Sloy Dahl & Holst has 1-10 employees
What industry does Sloy Dahl & Holst belong to?
Sloy Dahl & Holst is in the industry of: Finance, Securities Trading
What is Sloy Dahl & Holst competition?
Sloy Dahl & Holst top competitors include: Wealth Advisory Services, EverGreen Capital Management, Diversified Wealth Management Solutions, Charles Carroll Financial Partners
What technology does Sloy Dahl & Holst use?
Some of the popular technologies that Sloy Dahl & Holst uses are: WordPress.org, PHP, Google Font API, ZoomInfo
How do I contact Sloy Dahl & Holst?
Sloy Dahl & Holst contact info: Phone number: (503) 248-9800 Website: www.sdh-inc.com
What does Sloy Dahl & Holst do?

Sloy, Dahl & Holst, LLC is a boutique investment house based in Portland, Oregon, established in 1986. The firm specializes in tailored financial investment portfolios for both individual and corporate clients, focusing on wealth building, capital preservation, retirement planning, and pension fund management. Their dedicated team aims to exceed cl... ient expectations by providing personalized financial services. The company is committed to helping clients navigate their financial journeys with customized strategies.Read More

What are Sloy Dahl & Holst social media links?
Sloy Dahl & Holst Linkedin page Sloy Dahl & Holst Twitter page Sloy Dahl & Holst Facebook page
Is Sloy Dahl & Holst a public company?
Sloy Dahl & Holst is private company therefore does not currently have an official ticker symbol
See more information about Sloy Dahl & Holst

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