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Daniel Marc Peimer

Davidson Investment Advisors, Inc.

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About Daniel Marc Peimer

Daniel Marc Peimer is a financial advisor with over 14 years of experience in the industry. Daniel is currently registered with Davidson Investment Advisors, Inc. in Richmond, Virginia. Daniel has previously worked for Capitol Securities Management, Inc. and Anderson & Strudwick, Incorporated.

Firm Information

Daniel Peimer 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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Daniel Peimer’s Registration & Firm History

VA

03/13/2023 - Present

Davidson Investment Advisors, Inc. (Richmond VA)

VA

08/07/2009 - 02/28/2019

CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)

VA

06/12/2006 - 08/14/2009

ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)

MN

03/03/2004 - 01/19/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/03/2004 - 01/19/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/15/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Marc Peimer.
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