Davidson Investment Advisors is an investment advisor in Great Falls with $2.38 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
410956607
SEC advisor number
801-10883
FINRA CRD number
110552
AUM ?
$4.50 bn
(as of 25 Apr 24)
Accounts
4,038
(as of 25 Apr 24)
Employees
27
(10 investment advisory or research)
Address
Davidson Investment Advisors
8 THIRD STREET NORTH
GREAT FALLS
MT 59401
8 THIRD STREET NORTH
GREAT FALLS
MT 59401
Phone
4067917314
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22