| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Ian Davidson Control | President, Director | Under 5% | 2004 |
| D.a. Davidson Companies Control | Parent Company | Over 75% | 1986 |
| Edward Patrick Crotty Control | Director | Under 5% | 2013 |
Davidson Investment Advisors, Inc. reports $5 billion in regulatory assets under management on its Form ADV.
Davidson Investment Advisors, Inc. reports 29 employees.
Davidson Investment Advisors, Inc. is based in Great Falls, MT and has been SEC-registered since 1975.
Davidson Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8 Third Street North, Great Falls, MT 59401-3104 |
| Phone | 406-727-6111 |
| Fax | 406-791-7263 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1140771 |
| Discloses disciplinary history | No |
| Discretionary | $5B |
| Non-discretionary | $35M |
| Total (RAUM) | $5.03B |