D.A. Davidson & Co. is an employee-owned financial services firm headquartered in Montana with four major hubs located in Seattle, Portland, Denver and Los Angeles. It has roughly 1,325 employees working from 87 office locations in 24 states. The firm has $45.71 billion in assets under management and administration across its four divisions: D.A. Davidson & Co., Davidson Investment Advisors, D.A. Davidson Trust Company, and Davidson Fixed Income Management.

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8 Third Street North, Great Falls, MT 59401
D.A. Davidson & Co.: Member SIPC
503-525-3600
206-389-8000
Corporate Office:
Denver, CO 80202 303-764-6000Regional Hubs: 1550 Market Street, Suite 300
Portland, OR 972011300 SW 5th Ave., Suite 1950
701 5th Ave., Suite 4050, Columbia Center Seattle, WA 98104
|
877-860-9955 davidsoncompanies.com
JUST THE FACTS
We offer straightforward advice, personalized solutions, and industry expertise - an approach rooted in the values of a
company that is as independent as you are. We are proud to be employee owned and, in 2015, to celebrate our 80th year
of serving clients. Headquartered in Montana with four major hubs located in Seattle, Portland, Denver and Los Angeles,
our firm has roughly 1,325 employees working from 87 office locations in 24 states. Four financial services firms comprise
D.A. Davidson Companies: D.A. Davidson & Co., Davidson Investment Advisors, D.A. Davidson Trust Company, and
Davidson Fixed Income Management.
D.A. Davidson Companies assets under management and administration: $45.71 billion (as of 5/31/2015)
Los Angeles, CA 90017
# Associates as of 6/17/15 | Assets under management & administration as of 5/31/15 | Unless otherwise indicated, all other info as of 6/17/15
213-620-1850624 S. Grand Ave., 26th Floor, One Wilshire Building
Davidson Fixed Income Management, Inc.: 8 associates / 4 locations. DFIM provides fixed income investment advisory
services with clear strategies for public sector entities, non-profit institutions, institutional investors, investment advisors
and high-net-worth clients. Using a disciplined approach and attention to details, we focus on managing high-quality fixed
income portfolios that balance risks and rewards.
D.A. Davidson & Co.….…………...………$37.96 billion
D.A. Davidson Trust Company……….…….$753 million
Davidson Investment Advisors………..……$2.06 billion
Davidson Fixed Income Management….….$4.94 billion
Equity Capital Markets: 126 associates / 11 locations. Our ECM Group's extensive capabilities include investment
banking, institutional sales and trading, equity research, corporate services, and brokered CD underwriting. We
assist in raising capital for middle market and emerging businesses and provide merger and acquisition advisory
services. Our award-winning research offers a respected national perspective on industries with a strong presence
in our region, while our sales, trading, market-making and corporate services teams provide exceptional quality,
breadth of distribution and liquidity.
Individual Investor Group: 766 associates / 66 locations. Our Individual Investor Group helps independent-
minded clients achieve their financial goals by offering smart strategies and personalized solutions, including
roadmaps for building and preserving wealth over multiple generations. With a team of almost 400 financial
advisors and their professional staffs, we work from offices stretching across the West and into the Midwest. Our
group includes the Crowell, Weedon & Co. division in California, founded in 1932 and operating under the
leadership of the third generation of the Crowell family.
D.A. DAVIDSON COMPANIES
Fixed Income Capital Markets: 149 associates / 23 locations. Our FICM Group is a leader in raising capital
through fixed income banking, and distribution and advisory services. We provide a uniquely client-focused,
disciplined approach for public finance, underwriting, trading and sales services. Our expertise stretches across a
range of financing needs, including state and local governments, public and private utilities, higher education,
public and charter schools, health care, housing and real estate, specialty districts and resorts, tribal financing and
more.

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California Illinois Montana - cont'd Texas
Big Bear Lake 1
Chicago 2,3
Whitefish 1
Austin 3
Carlsbad 1
Costa Mesa 2
Iowa Nebraska Utah
Encino 1
Des Moines 3
Omaha (two) 1,3
Logan 1
Fresno 1
Lincoln (two) 1,3
Midvale 1,3
Long Beach 1
Maryland Salt Lake City 1,2
Los Angeles 1,3
Baltimore 2
Nevada
Newport Beach 1 Gardnerville 1
Virginia
Pasadena 1
Massachusetts Charlottesville 3
Santa Barbara 1
Boston 2
New York
Ventura 1
New York City 2,3
Washington
West Covina 1
Michigan Aberdeen 1
Westlake Village 1
Grand Rapids 3
Ohio Bainbridge Island 1
Mason 3
Bellevue 1
Colorado Minnesota Dublin 3
Bellingham 1
Denver 2,3,4
Minneapolis 2
Burlington 1
Oklahoma Edmonds 1
Florida Missouri Norman 3
Everett 1
Boca Raton 3
Kansas City 3
Kennewick 1
St. Petersburg 3
Oregon Port Angeles 1
Winter Park 4
Montana Bend 1
Redmond 1
Billings 1,3,6
Eugene 1
Seattle 1,2,3,4,5,6
Idaho Bozeman 1,3
Klamath Falls 1
Spokane (two) 1,6
Boise 1
Butte 1
Lake Oswego 1,2,4,6
Vancouver 1
Coeur d'Alene 1
Dillon 1
Medford 1
Walla Walla 1
Idaho Falls 1
Great Falls 1,2,3,5,6
Pendleton 1
Wenatchee 1
Lewiston 1
Hamilton 1
Portland 1,3
Moscow 1
Havre 1
Roseburg 1
Wyoming
Pocatello 1
Helena 1
Salem 1
Cheyenne 1
Sandpoint 1
Kalispell 1
Gillette 1
Twin Falls 1
Livingston 1
Tennessee Sheridan 1
Missoula 1,6
Memphis 3
Locations Key: 3 Fixed Income Capital Markets
4 Davidson Fixed Income Management 6 D.A. Davidson Trust Company
# Associates as of 6/17/15 | Assets under management & administration as of 5/31/15 | Unless otherwise indicated, all other info as of 6/17/15
*Locations include broker-dealer offices of supervisory jurisdiction, broker-dealer satellite offices and
locations housing professionals conducting D.A. Davidson Companies business.
5 Davidson Investment Advisors
2 Equity Capital Markets1 Individual Investor Group
Davidson Investment Advisors, Inc.: 21 associates / 2 locations. DIA is an asset management and investment advisory
company that offers several investment strategies to help clients meet their objectives. Because we employ a long-term
outlook and a team approach in management and client relationships, our clients benefit from the aggregate expertise of
several professionals. We offer money management to institutions, foundations, corporations, high-net-worth investors and
trusts, and also advise the Davidson Multi-Cap Equity Fund.
D.A. Davidson Trust Company: 25 associates / 6 locations. D.A. Davidson Trust helps each client shape his or her
unique legacy with clear strategies, personalized solutions and a holistic approach. We offer customized personal trust,
investment management, wealth planning and retirement planning - allowing you to transfer your wealth in a manner
reflecting your values. D.A. Davidson Trust provides access to a full suite of expert advisors, including trust officers,
retirement planning specialists and estate planning professionals.
Locations*