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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 5 offices throughout the country.
DAVIDSON INVESTMENT ADVISORS, INC. is a Great Falls, Montana based Financial Planning firm with nearly $4,812,943,447 assets under management, offering retirement planning & investment advisory services to 4203 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110552 |
| SEC# | 801-10883 |
| Assets Managed by Firm | $4,812,943,447 |
| No. of Clients | 4203 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4203 | $4,812,943,447 |
| Individuals (other than high net worth individuals) | 3014 | $1,241,012,452 |
| High net worth individuals | 866 | $2,057,957,184 |
| Pension and profit sharing plans | 41 | $75,867,989 |
| Charitable organizations | 131 | $737,445,178 |
| Corporations or other businesses | 99 | $309,748,512 |
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|---|---|---|---|
| $5,065,457,259 | 2813 | 30 | |
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