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Building 2DAVIDSON TRUST CO.

Map pinGREAT FALLS, MT
Phone406/791-7320
NotebookSEC #801-58264
Total AUM
$292.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 THIRD STREET NORTH
GREAT FALLS
MT 59401
USA
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
406/791-7320

ReceiptFinancials

Total AUM
$292.4M
Accounts
1,127
Discretionary
$292.4M
Accounts
1,127
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOIDILMAMIMNMTNENHNJNMNYORRITXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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