Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. (CRD# 110552) is a financial advisory firm headquartered in Great Falls, MT. They manage $4,039,159,853 in 3,906 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management4,039MILLION
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Total Number of Accounts3,906ACCOUNTS
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Average Account Value$1,034,091
- 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
AK, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, KS, MA, MD, 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 37 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 31 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 23 years of experience in the finance industry.