DA Davidson & Co

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Assets, Funds, Holdings

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DA Davidson & Co
CRD #199
SEC #801-45761
CIK #0001080107
AUM$17.1 BB
Employees630
Phone406-727-4200
Address8 Third Street North
Great Falls, MT 59401
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTV 417.5
VUG 289.9
VEA 241.1
AGG 94.7
MSFT 865,660.0 76.4
VEU 71.4
AAPL 843,560.0 69.3
JNJ 369,000.0 67.4
T 220,140.0 54.8
IWN 54.0
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Concordant Partners LLC D/B/A the Concordant Fund 38.8
View All
Limited Partners Timeline CAFR
New York State and Local Retirement System
2018-03-31external
Comparable Firms AUM ($BB)
JCG Consulting Inc
0.0
Loveless Wealth Management LLC
0.1
SGL Investment Advisors Inc
0.1
Allied Investment Advisors LLC
0.3
Front Street Capital Management Inc
0.4
Bitterroot Capital Advisors LLC
1.0
Stack Financial Management Inc
1.2
Davidson Investment Advisors Inc
2.0
Stockman Wealth Management Inc
2.6