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).

Current Firm Details
8 Third Street North, Great Falls, MT 59401
http://www.davidsoninvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    4,039
    MILLION
  • Total Number of Accounts
    3,906
    ACCOUNTS
  • Average Account Value
    $1,034,091
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Davidson Investment Advisors, Inc.
Showing 11 - 13 of 13 top financial advisors.
11
Peyton Studebaker, financial advisor Richmond VA
Peyton M. Studebaker
CRD#: 4796069
1802 Bayberry Ct, Suite 202, Richmond, VA 23226

Peyton Studebaker (CRD# 4796069) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 19 years of experience in the finance industry.

12
Herbert Turner, financial advisor Richmond VA
Herbert B. Turner
CRD#: 5247812
1802 Bayberry Ct, Suite 202, Richmond, VA 23226

Herbert Turner (CRD# 5247812) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 16 years of experience in the finance industry.

13
Maxwell Lundgren, financial advisor Bozeman MT
Maxwell H. Lundgren
CRD#: 7592218
1101 E. Main St., Suite 301, Bozeman, MT 59715

Maxwell Lundgren (CRD# 7592218) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Bozeman, MT and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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