DA Davidson & Co

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Assets, Funds, Holdings

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CAFR Data
DA Davidson & Co
CRD #199
SEC #801-45761
CIK #27182
AUM $18.4 BB (85% Disc, 100% US, 2019-12-23)
Employees582 (88% Investors, 100% Brokers)
Phone406-727-4200
Address8 Third Street North
Great Falls, MT 59401
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
2016128401999200620132021
Sector Issuer Cap ($MM) Value ($MM)
VTV 436.8
VUG 287.2
VEA 233.8
AGG 145.5
MSFT 1,376,930.0 87.5
BSV 76.6
AAPL 1,372,810.0 75.3
JNJ 381,110.0 66.4
VEU 66.4
BCI 63.7
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Holdings by Sector ($)
5.04.03.02.01.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Concordant Partners LLC D/B/A the Concordant Fund 38.8
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Comparable Firms State AUM ($BB)
Shenkman Capital Management Inc
NY 29.5
Segal Advisors Inc
NY 27.1
Manning & Napier Advisors LLC
NY 19.2
Amundi Pioneer Institutional Asset Management Inc
MA 17.9
Amundi Smith Breeden LLC
NC 14.5
Davenport & Company LLC
VA 14.1
Rocaton Investment Advisors LLC
CT 14.0
The Colony Group LLC
MA 11.6
Smith Breeden Associates Inc
NC 7.8
AMP Capital Redding Investors US Limited
IL 7.2
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