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DAVIDSON INVESTMENT ADVISORS, INC.
DAVIDSON INVESTMENT ADVISORS, INC.
GREAT FALLS, Montana
·
9 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
9
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.
9 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
CFA
CRD# 1913149
Heather Elizabeth Kubas
GREAT FALLS, Montana
CRD# 4595889
Lawrence Todd Martinez
GREAT FALLS, Montana
CRD# 4596308
Raymond Joseph Round
GREAT FALLS, Montana
CFP
CRD# 2289136
Robert Eugene Brady
GREAT FALLS, Montana
CRD# 816738
Wesley Dean Hall
GREAT FALLS, Montana
CRD# 3128921
05
Office Locations
GREAT FALLS, Montana
9 advisors
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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
.