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Robert Joseph Froehlich

DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, Montana
Clean recordDAVIDSON INVESTMENT ADVISORS, INC.
8 THIRD STREET NORTH, GREAT FALLS, MT 59401-3104CRD# 2012038Firm CRD# 110552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Joseph Froehlich · GREAT FALLS, MT
Registration
CRD #2012038 · DAVIDSON INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Joseph Froehlich is a registered financial advisor based in GREAT FALLS, Montana, affiliated with DAVIDSON INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
DAVIDSON INVESTMENT ADVISORS, INC.
DAVIDSON INVESTMENT ADVISORS, INC.
AUM
$4.8B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at DAVIDSON INVESTMENT ADVISORS, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2012038
Firm CRD# 110552
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Joseph Froehlich offer?
Robert Joseph Froehlich specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREAT FALLS, Montana for a consultation.
What are Robert Joseph Froehlich's credentials?
Robert Joseph Froehlich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Froehlich located?
Robert Joseph Froehlich is based in GREAT FALLS, Montana, working with DAVIDSON INVESTMENT ADVISORS, INC.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.
How does Robert Joseph Froehlich charge for services?
Robert Joseph Froehlich's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIDSON INVESTMENT ADVISORS, INC.?
DAVIDSON INVESTMENT ADVISORS, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DAVIDSON INVESTMENT ADVISORS, INC.

Brock Loen
GREAT FALLS, MT
Robert Eugene Brady
GREAT FALLS, MT
Lawrence Todd Martinez
GREAT FALLS, MT
Andrew Ian Davidson
GREAT FALLS, MT
David Leon Pollock
GREAT FALLS, MT
Heather Elizabeth Kubas
GREAT FALLS, MT

More Advisors in GREAT FALLS, Montana

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Arlene Marie Wilson
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in MontanaNational Fee Analysis
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