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

More Retirement Planning firms in Great Falls, Montana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
D.A. DAVIDSON & CO. 8 Third Street North Great Falls, MT, 59401	$36,175,333,459	86818	650
INVESTMENT MANAGEMENT GROUP 402 N. Broadway Billings, MT, 59101	$5,065,457,259	2813	30
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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