Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. (CRD# 110552) is a financial advisory firm headquartered in Great Falls, MT. They manage $4,497,592,543 in 4,038 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management4,498MILLION
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Total Number of Accounts4,038ACCOUNTS
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Average Account Value$1,113,817
- A percentage of assets under your management
- 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
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AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY
Benjamin Bishop (CRD# 6140952) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 11 years of experience in the finance industry.
Brian Clancy (CRD# 4873272) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has 1 year of experience in the finance industry.
Paul Condrat (CRD# 4807776) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Carlsbad, CA and has over 19 years of experience in the finance industry.
Bryn Hagfors (CRD# 6226890) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 5 years of experience in the finance industry.
William Holevoet (CRD# 2430461) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has over 22 years of experience in the finance industry.
Edwin Horner (CRD# 501960) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 38 years of experience in the finance industry.
Heather Kubas (CRD# 4595889) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 21 years of experience in the finance industry.
Cheryl Page (CRD# 2211041) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 32 years of experience in the finance industry.
Daniel Peimer (CRD# 4724354) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 20 years of experience in the finance industry.
Adam Plotkin (CRD# 4194028) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 24 years of experience in the finance industry.