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D.A. DAVIDSON & CO.
Tel: 406-727-4200
8 Third Street North Great Falls, Montana 59401
D.A. DAVIDSON & CO.
D.A. DAVIDSON & CO. is a Great Falls, Montana based financial advisory firm with nearly $36,175,333,459 in assets under management and provides investment advisory services for 86818 clients. There are currently 650 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
199
SEC#:
801-45761
No. of Clients:
86818
Assets under Management
$36,175,333,459
No. of Advisors:
650
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