Davidson & Watson Financial

Overview

Davidson & Watson Financial is an independent registered investment advisor organized as a limited liability company with individual ownership. The firm serves individual and family clients and combines accounting-related services with financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and through fixed fees. The firm is not described as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices