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Bryn Gregory Hagfors

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

D.A. Davidson offers wrap fee programs where clients pay an annual fee based on the market value of assets in the client’s account for advisory and most trading execution services. The wrap fee covers investment advice, portfolio management, transaction execution, custody, account servicing, reporting, monitoring, rebalancing, and other services. It also covers fees paid to investment managers, the Davidson platform fee, and D.A. Davidson’s costs for administering the Program.

Areas of Practice
Investment Management
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Advisor Information

Office location

8 Third Street North, Great Falls, MT, 59401-3104

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bryn is a co-owner of Berner Fitness, LLC, a fitness studio, since September 2024. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
D.A. Davidson & CO. Broker
December 2020 - Present · 5 yrs 1 mo
Davidson Investment Advisors, INC.
November 2018 - Present · 7 yrs 2 mos
State Registrations1 state
MT
Advisor
Exams
No exam information available for this advisor.
Bryn Gregory Hagfors - Financial Advisor | AdvisorDiscover