Home
›
Firms
›
DAVIDSON INVESTMENT ADVISORS, INC.
DAVIDSON INVESTMENT ADVISORS, INC.
GREAT FALLS, Montana
·
11 registered advisors
·
CRD# 110552
SEC# 801-10883
4
406-727-6111
01
Firm Overview
AUM
$4.8B
Regulatory assets under management
Employees
31
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at DAVIDSON INVESTMENT ADVISORS, INC.
11 registered advisors
Andrew Ian Davidson
GREAT FALLS, Montana
CRD# 2095600
Brock Loen
GREAT FALLS, Montana
CRD# 2080642
David Leon Pollock
GREAT FALLS, Montana
CRD# 1218432
Edward Patrick Crotty
GREAT FALLS, Montana
CRD# 1913149
Heather Elizabeth Kubas
GREAT FALLS, Montana
CRD# 4595889
Lawrence Todd Martinez
GREAT FALLS, Montana
CRD# 4596308
Raymond Joseph Round
GREAT FALLS, Montana
CRD# 2289136
Robert Eugene Brady
GREAT FALLS, Montana
CRD# 816738
Robert Joseph Froehlich
GREAT FALLS, Montana
CRD# 2012038
Thomas E Connaghan
GREAT FALLS, Montana
CRD# 1745549
Wesley Dean Hall
GREAT FALLS, Montana
CRD# 3128921
05
Office Locations
GREAT FALLS, Montana
11 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. DAVIDSON INVESTMENT ADVISORS, INC. (CRD# 110552) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.