D.A. Davidson & Co
Firm details
- Headquarters
- Great Falls, Montana
- CRD number
- 199
- Registered since
- February 8, 1994
- Website
- www.dadavidson.com
- Custodians
- D.A. DAVIDSON & CO., D.A. DAVIDSON TRUST SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.4%
- Individuals33.5%
- Charitable Organizations4.37%
- Corporations / Businesses3.49%
- Pension & Profit Sharing Plans1.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
D.A. Davidson & Co. is a corporation that operates as a conventional broker-dealer and qualified custodian, offering brokerage, insurance-brokerage and registered municipal-advisor services. The firm serves individual and family clients as well as institutional accounts, and its advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and investor education through publications and seminars. Fee arrangements reported include percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities35%
- US Government Bonds2%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
3 of 17
Carrie Mcaleer
Practice CoordinatorCRD 5913915
Jared Mccubbin
SVP, Chief Compliance OfficerCRD 4969077
Chenelle Hofman
Registered Practice CoordinatorCRD 6638774
Contacts
3 of 1114
Jean Biles
Senior Registered AssociateCRD 5653657
Aaron Buckalew
Senior Vice President, Financial AdvisorCRD 5710869
Megan Phillips
Senior Vice President, Financial AdvisorCRD 5717234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 763Active vs passive
$11.6B in ETFs
80%
$9.3B
16%
$2.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $1.2B | 5,687,753 | 10.68% |
Location
Great Falls, MT
Cascade
Location
Great Falls, MT
Headquartered in Great Falls, MT, in the West of the United States.
- Region
- West
- County
- Cascade
- Address
- 8 3rd St N
- Time zone
- MT (UTC-7)
- Office locations
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