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 99 offices throughout the country.

D.A. DAVIDSON & CO. is a Great Falls, Montana based Financial Planning firm with nearly $36,175,333,459 assets under management, offering retirement planning & investment advisory services to 86818 clients. The firm is staffed with 650 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	199
SEC#	801-45761
Assets Managed by Firm	$36,175,333,459
No. of Clients	86818
No. of Advisors	650

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	86818	$36,175,333,459
Individuals (other than high net worth individuals)	48406	$12,948,408,286
High net worth individuals	16168	$19,417,817,946
Pension and profit sharing plans	248	$520,456,342
Charitable organizations	1022	$1,546,763,722
Corporations or other businesses	613	$1,312,373,704

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	$5,065,457,259	2813	30
DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls, MT, 59401-3104	$4,812,943,447	4203	31
STACK FINANCIAL MANAGEMENT INC 625 Wisconsin Avenue Whitefish, MT, 59937-2129	$1,797,664,736	1529	16
BITTERROOT CAPITAL ADVISORS LLC 118 East Main Street Bozeman, MT, 59715	$1,509,082,717	22	8
ALLIED INVESTMENT ADVISORS LLC 3409 Transtech Way, Suite A Billings, MT, 59102	$1,134,563,584	2138	10

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