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Home > Retirement Planners > montana > great falls > DAVIDSON INVESTMENT ADVISORS, INC.
DAVIDSON INVESTMENT ADVISORS, INC.
8 Third Street North
Great Falls, Montana 59401-3104
Tel: 406-727-6111
About DAVIDSON INVESTMENT ADVISORS, INC.
DAVIDSON INVESTMENT ADVISORS, INC, formally registered with the SEC as DAVIDSON INVESTMENT ADVISORS, INC. The firm was established in 08/08/1975. They have over 6 offices throughout the country.
DAVIDSON INVESTMENT ADVISORS, INC. is a Great Falls, Montana based Financial Planning firm with nearly $3,983,537,292 assets under management, offering retirement planning & investment advisory services to 3611 clients. The firm is staffed with 32 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 110552 |
| SEC# | 801-10883 |
| Assets Managed by Firm | $3,983,537,292 |
| No. of Clients | 3611 |
| No. of Advisors | 32 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3611 | $3,983,537,292 |
| Individuals (other than high net worth individuals) | 2630 | $1,068,909,172 |
| High net worth individuals | 656 | $1,632,817,086 |
| Pension and profit sharing plans | 36 | $62,504,056 |
| Charitable organizations | 115 | $578,072,219 |
| Other investment advisers | 21 | $15,372,255 |
| Corporations or other businesses | 100 | $289,227,965 |
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|---|---|---|---|
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