Assets Under Management
$36.2B
Number of Clients
66,488
Number of Advisors
672
Average Client AUM
$544K
AUM per Advisor
$53.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
D.A. Davidson & Co. is a dually registered investment adviser and broker-dealer offering various investment advisory wrap fee programs. These programs provide portfolio management, execution, custody, and reporting services. They also offer financial planning and retirement plan services described in separate brochures.
8 Third Street North, Great Falls, MT, 59401