Andrew Ian Davidson

D.A. Davidson & CO.

34 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

D.A. Davidson & CO.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

672 advisors

Number of Clients

66,488 clients

Average Client Portfolio

$544K average

Assets Under Management

$36.2B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

8 Third Street North, Great Falls, MT, 59401-3104

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Andrew is a trustee for individual trusts and the Davidson Legacy Trust, and manages several LLCs (Davidson Family Properties, Davidson Investments II, Davidson Investments, Davidson Legacy, Davidson Legacy II, and Davidson Investment III) related to real estate and investments. He also serves as President/Secretary for the Davidson Family Foundation and as a Trustee/Board Member for the University of Montana Foundation.