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DAVIDSON INVESTMENT ADVISORS, INC.
CRD 110552 · SEC 801-10883
8 THIRD STREET NORTH, GREAT FALLS, MT, 59401-3104, United States
Phone
406-727-6111
Fax
406-791-7263
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.20B
Discretionary AUM
$5.16B
Team
31 total employees; 13 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-12-15
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3125 | $1.30B |
| High net worth individuals | 966 | $2.30B |
| Investment companies | 1 | $148.0M |
| Pooled investment vehicles | 4 | $74.7M |
| Pension/profit sharing plans | 36 | $78.4M |
| Charitable organizations | 131 | $769.0M |
| State/municipal entities | 37 | $142.7M |
| Insurance companies | 8 | $39.6M |
| Corporations/business entities | 99 | $345.6M |
States served
AK, AZ, CA, CO, DE, DC, GA, ID, IL, IA, KS, KY, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD