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Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $415.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 846
      Accounts
    • $491.6K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Allan Henriques
April 2004
Aaron Schmoekel, CFP®
February 2018
Michael Gregory Tudor
February 2017
James Craig Holst
June 2017
Tracy Lynn Gunter
March 2008

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Sloy Dahl & Holst Inc IAR $677,452,182

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Gregory Tudor President/Chief Operating Officer January, 2017 less than 5%
      James Craig Holst Chief Compliance Officer January, 2017 less than 5%
        Source: SEC

        Fees

        Fee Only Firm
        $
        This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges