D.A. DAVIDSON & CO.

8 Third Street North
Great Falls, Montana 59401
Tel: 406-727-4200

About D.A. DAVIDSON & CO.

DA DAVIDSON & CO, formally registered with the SEC as DA DAVIDSON & CO. The firm was established in 02/08/1994. They have over 78 offices throughout the country.

D.A. DAVIDSON & CO. is a Great Falls, Montana based Financial Planning firm with nearly $23,892,459,266 assets under management, offering retirement planning & investment advisory services to 76487 clients. The firm is staffed with 600 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	199
SEC#	801-45761
Assets Managed by Firm	$23,892,459,266
No. of Clients	76487
No. of Advisors	600

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	76487	$23,892,459,266
Individuals (other than high net worth individuals)	45108	$9,817,874,403
High net worth individuals	12371	$11,400,574,159
Pension and profit sharing plans	279	$423,603,883
Charitable organizations	963	$1,159,845,774
Corporations or other businesses	567	$907,793,987

Inquire with D.A. DAVIDSON & CO.

More Retirement Planning firms in Great Falls, Montana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESTMENT MANAGEMENT GROUP 402 N. Broadway Billings, MT, 59101	$4,470,755,002	2044	26
DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls, MT, 59401-3104	$3,983,537,292	3611	32
STACK FINANCIAL MANAGEMENT INC 625 Wisconsin Avenue Whitefish, MT, 59937-2129	$1,701,274,577	1468	17
BITTERROOT CAPITAL ADVISORS LLC 118 East Main Street Bozeman, MT, 59715	$1,228,715,227	18	8
ALLIED INVESTMENT ADVISORS LLC 3409 Transtech Way, Suite A Billings, MT, 59102	$734,330,767	1699	12

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