William Holevoet, financial advisor Seattle WA

William Holevoet

CRD Number: 2430461
Current Firm: Davidson Investment Advisors, Inc.

William Holevoet (CRD# 2430461) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Davidson Investment Advisors, Inc. Seattle, WA Apr 2013 - Current 9
Alphasense San Francisco, CA Jul 2012 - Apr 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for William J. Holevoet
Phone Number: 406-727-6111
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,489
    MILLIONS
  • Total Number of Accounts
    2,125
    ACCOUNTS
  • Average Account Value
    $1,171,432
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MD, MN, MT, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY

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