William James Holevoet
Investment adviser representative at Davidson Investment Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$5.2BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Davidson Investment Advisors, Inc.Apr 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (WA).
Davidson Investment Advisors, Inc.
$5.2BAssets managed
4,407Clients
17Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2430461
- Firm CRD
- 110552