Key facts
- D.A. DAVIDSON & CO. is a other based in GREAT FALLS, MT.
- D.A. DAVIDSON & CO. reports $40.4M in regulatory assets under management, per its SEC Form ADV (2026-01).
Registered with the SEC
Form ADV · 2026-01 · CRD 199- Regulatory AUM
- $40.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 990
- Registered office
- GREAT FALLS, MT
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for D.A. DAVIDSON & CO. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is D.A. DAVIDSON & CO.'s AUM?
- D.A. DAVIDSON & CO. manages approximately $40.4M in assets.