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DAVIDSON INVESTMENT ADVISORS, INC.
GREAT FALLS, MT
406-727-6111
SEC #801-10883Total AUM
$5.2B
Employees
31Clients
4,407Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8 THIRD STREET NORTH
GREAT FALLS
MT 59401-3104
United States
GREAT FALLS
MT 59401-3104
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
406-727-6111
Other Offices
6
Financials
Total AUM
$5.2B
Accounts
4,407Discretionary
$5.2B
Accounts
4,275Non-Discretionary
$37.7M
Accounts
132
Clients
Individual Clients
3,125AUM
$1.3B
HNW Individual Clients
966AUM
$2.3B
Investment Company Clients
1AUM
$148M
Pooled Vehicle Clients
4AUM
$74.7M
Pension/Profit Sharing Plan Clients
36AUM
$78.4M
Charitable Organization Clients
131AUM
$769M
Government Entity Clients
37AUM
$142.7M
Insurance Company Clients
8AUM
$39.6M
Corporation or Business Clients
99AUM
$345.6M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTDCDEFLGAHIIAIDILKSKYMAMDMEMIMNMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.