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Brian Patrick Clancy

Davidson Investment Advisors, Inc.

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About Brian Patrick Clancy

Brian Clancy is a financial advisor registered in Washington and is currently affiliated with Davidson Investment Advisors, Inc.. Brian has been in the industry since October 2004. Brian Clancy is also a Chartered Financial Analyst. Davidson Investment Advisors, Inc. provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. The firm's main office is located in Great Falls, Montana.

Firm Information

Brian Clancy is currently registered with Davidson Investment Advisors, Inc.. 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.

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Brian Clancy’s Registration & Firm History

WA

11/08/2004 - Present

Davidson Investment Advisors, Inc. (SEATTLE WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Patrick Clancy.
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