D.A. Davidson & CO.

Fee-Only (% of Portfolio)Fixed/Hourly

D.A. Davidson & Co. offers equity research services to institutional clients through its Institutional Research department. These services include research reports, communications from research analysts, access to analysts, investor meetings, and company management presentations. The research covers various companies across consumer, financial services, diversified industrial infrastructure, and technology sectors. D.A. Davidson may provide customized research services as requested. The firm gives investment advice, makes recommendations, and makes investment decisions in the performance of its duties to retail and institutional clients that conflict with or are contrary to the content of the Equity Research Services provided to Clients.

Assets Under Management$42B
Clients70,118
Advisors686
Avg. per Client$600K
Avg. per Advisor$61M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

686 Advisors at this firm

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