$42.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
159 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2020
- Office Locations
- 1
Office Locations
9 Monroe Parkway Suite 295 Lake Oswego OR
About Davidson & Watson Financial
Davidson & Watson Financial is a CFP-led independent RIA in Lake Oswego, OR providing financial planning and portfolio construction for retail households. Portfolios emphasize asset allocation, with significant ETF use complemented by investment-grade and U.S. government fixed income. Client assets are custodied at Schwab and the firm uses Advyzon.
Team overview
-- AVG AGE
$42.8M AVG AUM / ADVISOR
$269.2K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Premium access reveals conviction themes in pioneer ember.
Unlock to compare peer behavior around beacon ember.
Premium access reveals conviction themes in oak foundation.
Upgrade to reveal position-level detail across matrix pathway.
Unlock to compare peer behavior around timber quantum.
Unlock to compare peer behavior around peak horizon.
See the complete signal summary connected to value crest.
Upgrade to reveal position-level detail across pathway optima.
Asset Classes
Ridge
Custodian
Matrix vector
Investment Themes
Capital
Investment Vehicles
Oak
Platform
Atlas
Services
Legacy Glacier legacy
Owner & Executives
Jeremy Daniel Watson
Certified Financial Planner, Managing Member
- CRD
- #7001816
- Ownership
- 75% or more
(815) 641-6701
zenith.atlas@legacycapital.com
in linkedin.com/in/beacon-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,800,000 | -- |
| Total | $42,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $42,800,000
Equity - Exchange:
12.9% Corporate - Investment Grade:
17.1% U.S. Government/Agency:
23.3% Other:
26.7% Cash:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $216,926,586 | 12.9% |
| Corporate - Investment Grade | $287,553,847 | 17.1% |
| U.S. Government/Agency | $391,813,136 | 23.3% |
| Other | $448,987,585 | 26.7% |
| Cash | $336,320,289 | 20.0% |
| Total | $1,681,601,443 | 100.0% |