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DAVIDSON & WATSON FINANCIAL
WATSON FINANCIAL LLC
CRD 306686
9 MONROE PARKWAY, SUITE 295, LAKE OSWEGO, OR, 97035, United States
Phone
503-635-2058
Fax
503-594-1117
Registration
— (—)
Source
State registered
Total AUM
$42.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $27.4M |
| High net worth individuals | 8 | $15.4M |
All web addresses on file
Official SEC filing: View on IAPD