D.A. Davidson & Co.

D.A. Davidson & Co. offers selection of other advisers, portfolio management for businesses, publication of periodicals or newsletters, pension consulting services, portfolio management for individuals and/or small businesses, portfolio management for pooled investment vehicles, educational seminars/workshops, financial planning services and also performs business activities as insurance broker or agent, registered municipal advisor, broker-dealer.

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+1 (406) 727-4200

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Hourly charges

Fixed fees

Performance-based fees

A percentage of assets under management

Hourly charges

Fixed fees

Performance-based fees

Operations

Insurance broker or agent

Registered municipal advisor

Broker-dealer

Branches

651

Employees

644

Investment Advisors

651

Employees

644

Investment Advisors

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+1 (406) 727-4200

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Client Types

Individuals
Companies & Institutions
Government

96.9%

53,646

Account Overview

Assets
Accounts
Assets per Account

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