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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Dec. 25, 2019
    • $18.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 58K
      Accounts
    • $319.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1,029

name start date
Trevor Jeremy Kula
October 2008
Steven Vincent Arrigo
November 2013
Nikko Courtney Gronhovd
June 2010
Benjamin Porter
April 2019
Anthony S Flores-Meza
October 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Davidson Fixed Income Management, Inc. IAR $1,042,482,066
    Davidson Investment Advisors, Inc. IAR $2,004,251,946
    Trust Business Under Federal Savings Bank Registration -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Scott Michael Witeby Svp, Chief Financial Officer, Director November, 2019 less than 5%
      Marc Russell Dispense President Fixed Income Capital Markets March, 2019 less than 5%
      Michael Joseph Purpura President, Wealth Management, Director October, 2014 less than 5%
      Thomas Charles Nicholson Principal Operations Officer October, 2018 less than 5%
      Jacqueline Ann Beauprez Svp, Cco & General Counsel April, 2018 less than 5%
      James Patrick Kerr Ceo, D.A. Davidson Companies, Director October, 2016 less than 5%
      Monte Wayne Giese President Of Equity Capital Markets October, 2016 less than 5%
      Donald Warren Jr Crowell Director August, 2013 less than 5%
      Timothy George Austin Svp, Chief Operations Officer December, 2008 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Commissions
        • Performance-Based Fees