Davidson Investment Advisors, Inc.
Firm details
- Headquarters
- Great Falls, Montana
- CRD number
- 110552
- Registered since
- August 8, 1975
- Website
- dadavidson.com
- Custodians
- D.A. DAVIDSON & CO., D.A. DAVIDSON TRUST SERVICES, INC., FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.29%
- Individuals24.98%
- Charitable Organizations14.79%
- Corporations / Businesses6.65%
- Investment Companies2.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Davidson Investment Advisors, Inc. is an SEC-registered corporation founded in 1975 that operates as a non-independent retail registered investment adviser. The firm manages assets for both individual and family clients as well as institutional accounts and charges advisory fees as a percentage of assets under management. Its advisory services include discretionary and non-discretionary portfolio management for individuals/small businesses, investment companies, pooled vehicles, and other businesses or institutions. The firm is affiliated with broker-dealer, trust, insurance and municipal-advisory activities, indicating a multi-product, vertically integrated distribution and service model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- State & Local Bonds28%
- US Government Bonds13%
- Investment Grade Corp Bonds11%
- Public Funds/Mutual Funds2%
Owners & executives
1 of 1
Edward Crotty
Chief Investment OfficerCRD 1913149
Contacts
3 of 17
Michael Kubas
Senior Vice President, Portfolio ManagerCRD 2962234
Louis Dilello
Senior Vice PresidentCRD 3134878
Paul Condrat
Portfolio ManagerCRD 4807776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$387M in ETFs
87%
$337M
13%
$49.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) | BlackRock | Passive | Foreign Large Blend | $203M | 2,122,254 | 52.38% |
Location
Great Falls, MT
Cascade
Location
Great Falls, MT
Headquartered in Great Falls, MT, in the West of the United States.
- Region
- West
- County
- Cascade
- Address
- 8 3rd St N
- Time zone
- MT (UTC-7)
- Office locations
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