D.A. Davidson Investment Advisors
GPTKB entity
Properties (48)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Insurance_Company
|
| gptkbp:affiliation |
gptkb:SIPC
gptkb:FINRA |
| gptkbp:awards |
Best Places to Work
Top Wealth Management Firms |
| gptkbp:communityInvolvement |
Charitable Contributions
Volunteer_Programs |
| gptkbp:customerBase |
Businesses
High Net Worth Individuals Families Trusts |
| gptkbp:employees |
Over 200
|
| gptkbp:focus |
Institutional Investors
Retirement Plans Individual Investors Non-Profit_Organizations |
| gptkbp:founded |
1935
|
| gptkbp:headquarters |
gptkb:Great_Falls,_Montana
|
| https://www.w3.org/2000/01/rdf-schema#label |
D.A. Davidson Investment Advisors
|
| gptkbp:investmentFocus |
Risk Management
Alternative Investments Diversification Long-term Growth Fixed Income Investments Equity_Investments |
| gptkbp:leadership |
CEO_is_Mark_J._Kelsey
|
| gptkbp:location |
Multiple_locations_across_the_United_States
|
| gptkbp:missions |
To provide personalized investment solutions.
|
| gptkbp:parentCompany |
gptkb:D.A._Davidson_Companies
|
| gptkbp:partnerships |
Strategic Alliances with Other Firms
Collaborations with Financial Institutions |
| gptkbp:regulatoryCompliance |
Registered Investment Advisor
SEC_Registered |
| gptkbp:researchInterest |
Market Analysis
Economic Forecasting In-house_Research_Team |
| gptkbp:services |
Financial Planning
Investment Management Wealth_Management |
| gptkbp:technology |
Client Portal
Financial_Planning_Tools Investment_Management_Software |
| gptkbp:values |
Integrity
Teamwork Excellence Client Focus |
| gptkbp:vision |
To be a trusted partner in wealth management.
|
| gptkbp:website |
www.dadavidson.com
|