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Paul Gilbert Condrat

Davidson Investment Advisors, Inc.

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About Paul Gilbert Condrat

Paul Condrat is a registered Investment Advisor Representative with Davidson Investment Advisors, Inc. Paul has been with Davidson Investment Advisors, Inc. since April 2004 and has worked in the financial services industry since August 2004. Paul is a Chartered Financial Analyst and holds the Series 65 license. Paul Condrat specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Paul Condrat 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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Paul Condrat’s Registration & Firm History

CA

01/02/2020 - Present

Davidson Investment Advisors, Inc. (CARLSBAD CA)

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Licenses & Designations

IA

Issued 08/14/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Gilbert Condrat.
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