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Davidson Investment Advisors, Inc.

Headquartered in GREAT FALLS, MT

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Firm Information

Davidson Investment Advisors, Inc. is a registered investment advisor headquartered in GREAT FALLS, MT. With over $4.8 billion in regulatory assets under management, the firm offers a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They serve a diverse range of clients, including individuals, corporations, charitable organizations, investment companies, and pension and profit sharing plans.

Davidson Investment Advisors, Inc.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401-3104

$4.81B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

DAVIDSON INVESTMENT ADVISORS, INC. has a total of 5 branch locations across the country.
location

GREAT FALLS, MT

location

CARLSBAD, CA

location

Bozeman, MT

location

Richmond, VA

location

SEATTLE, WA

Advisors at Davidson Investment Advisors, Inc.

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William James Holevoet

RA

SEATTLE, WA

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Heather Elizabeth Kubas

CFA®, RA

GREAT FALLS, MT

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Edwin Bryan Horner

RA

Richmond, VA

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Peyton Mills Studebaker

RA

Richmond, VA

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Herbert Barrow Turner

RA

Richmond, VA

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Cheryl Lynn Page

CFP®, CFA®, RA

Richmond, VA

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Maxwell Hayden Lundgren

RA

Bozeman, MT

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Brian Patrick Clancy

CFA®, RA

SEATTLE, WA

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Disclosures

There are no public disclosures for Davidson Investment Advisors, Inc..

Frequently Asked Questions (7)

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