Sloy Dahl & Holst Inc
Financial Services • 
Portland, Oregon, United States • 11-20 Employees
Company overview
| Headquarters | 1230 SW 1st Ave, Ste. #310, Portland, OR 97204, US |
| Phone number | +15032489800 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Founded | 1986 |
| Employees | 11-20 |
| Socials |
Key Contact at Sloy Dahl & Holst Inc
Paul Wedin
Director Of Retirement Plan Services
Sloy Dahl & Holst Inc Email Formats
Sloy Dahl & Holst Inc uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@sdh-inc.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sdh-inc.com | 71.4% |
{first name}{last name} | johndoe@sdh-inc.com | 28.6% |
About Sloy Dahl & Holst Inc
We are a full-service registered investment advisory firm. The company was founded in 1986 by certified financial planners Ronald J. Sloy, Tony Dahl & Jim Holst, three enterprising young men who dreamed of offering their clients better solutions than in-house investment products and commisson based advice. They turned their dreams into a reality with one of Portland’s first fee-only money management firms. The partners reveled in the freedom to explore all market opportunities for the benefit of their clients. Released from the fetters of commission based selling, they honed their skills and developed a keen and objective market view. As a boutique investment house, Sloy, Dahl & Holst, Inc., custom tailors investment portfolios to each of its clients – no two clients are alike, so no two portfolios are alike. Every investment decision is made within each client’s particular financial framework. Wealth building, capital preservation, retirement planning and pension fund management are all accomplished with one idea in mind: to help our clients expect more, then exceed their expectations. Contact us: Phone: (503) 248-9800 Fax: (503) 248-7088
Sloy Dahl & Holst Inc revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $770,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
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Employees
Employees by Department
Sloy Dahl & Holst Inc has 2 employees across 2 departments.
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Number of employees
Funding Data
Sloy Dahl & Holst Inc has never raised funding before.
Sloy Dahl & Holst Inc Tech Stack
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