Davidson Investment Advisors

Davidson Investment Advisors

Personalized wealth management and financial advisory services for individuals, families, and businesses.

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Total Funding000k
Timos P
Timos P(exited)
More about Davidson Investment Advisors
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D.A. Davidson & Co. is a financial services firm that provides personalized wealth management and financial advisory services to individuals, families, and businesses. Operating primarily in the United States, the company offers a range of services including investment management, financial planning, and trust services. D.A. Davidson serves a diverse client base, from individual investors to business owners, helping them align their portfolios with their financial goals through a research-based approach. The firm generates revenue through advisory fees, asset management fees, and commissions on financial products. With a history dating back to 1935, D.A. Davidson has expanded its footprint through strategic acquisitions and organic growth, establishing itself as a trusted name in the financial services industry.

Keywords: wealth management, financial advisory, investment management, financial planning, trust services, personalized solutions, research-based, asset management, business owners, U.S. markets.

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Investments by Davidson Investment Advisors

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Motorola Solutions
ACQUISITION by Zebra Technologies Oct 2014
FLEX
exited
Caprin Asset Management
ACQUISITION by Davidson Investment Advisors Nov 2022