DAVIDSON & WATSON FINANCIAL

DAVIDSON & WATSON FINANCIAL of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 306686). Regulatory assets under management: $42.8M.

Registration

• CRD: 306686
• Type: Registered investment adviser
• Location: 9 MONROE PARKWAY, LAKE OSWEGO, OR, 97035
• Phone: 503-635-2058
• Latest filing: 2026-01-13
• Regulatory AUM: $42.8M
• Non-discretionary AUM: $42.8M
• Clients: 1
• Accounts: 252

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306686 on SEC IAPD (source of record)
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