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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: D.A. DAVIDSON & CO.CRD Number: 199OtherThanAnnual Amendment All Sections
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Investment management refers to the professional management of various securities and assets to meet specific investment goals for the benefit of investors.
Investment management firms, advisors, and individuals who manage investments on behalf of clients are required to file investment management reports.
Investment management reports can be filled out electronically through the designated filing system provided by regulatory authorities.
The purpose of investment management is to optimize the returns on investment, manage risk, and meet the financial objectives of investors.
Investment management reports typically include details on investment holdings, performance metrics, fees, and any conflicts of interest.
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