Overview
Assets Under Management: $36.2 billion
Headquarters: GREAT FALLS, MT
High-Net-Worth Clients: 410
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 410
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.79
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 86,818
Discretionary Accounts: 82,896
Non-Discretionary Accounts: 3,922
Regulatory Filings
CRD Number: 199
Filing ID: 2011587
Last Filing Date: 2025-08-29 13:11:00
Website: https://dadco.com