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William James Holevoet

Davidson Investment Advisors, Inc.

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About William James Holevoet

William James Holevoet is a registered Investment Advisor Representative with Davidson Investment Advisors, Inc. William has over 20 years of experience in the financial services industry and is licensed to provide investment advice in Washington. William has a Series 65 license and a Series 7 license. William's background includes time at Goldman, Sachs & Co. and Firstar Investment Services, Inc. Davidson Investment Advisors, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC) and specializes in providing investment advice to high-net-worth individuals, corporations, investment companies, and charitable organizations. The firm manages over $4.8 billion in assets.

Firm Information

William Holevoet 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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William Holevoet’s Registration & Firm History

WA

12/09/2014 - Present

Davidson Investment Advisors, Inc. (SEATTLE WA)

NY

11/14/2001 - 01/17/2003

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

12/07/1993 - 06/18/1999

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

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Licenses & Designations

IA

Issued 12/09/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William James Holevoet.
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