The DAVIDSON GROUP is a privately held investment adviser that advises $47.04Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. DAVIDSON GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 97.64% over the last 5-years.
The Group has been registered with the SEC for 51.01 years and is comprised of 2 filing and 0 relying advisers. They operate out of 28 office locations with their Headquarters at 8 THIRD STREET NORTH, GREAT FALLS, MONTANA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1,021 employees comprised of 423 investment and 598 non-investment staff. The total number of Employees increased by 55.64% over the last 5-years.
Their $47.04Bn in assets advised are owned by 4 private funds, 1 public fund and BDCs and 2,294 other accounts. Assets of High Net Worth Individuals clients own $25.9Bn or 55.06% of Total Assets and Individuals own $15.31Bn or 32.56% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 9 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
DAVIDSON GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.