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      The Distad Clay Wealth Management Group

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      Investment Management, Management Training

      60 S California St #301, Ventura, CA 93001

      805-620-4702

      OPEN NOW: 
      Today: 8:00 am - 5:00 pm
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      General Info
      It is our experience that a balanced long-term investment strategy generally builds wealth while effectively managing change and fluctuations in the market. While taking risks is a part of life and business, calculating the risk is what makes the difference. D.A. Davidson & Co., focuses on each client, whether an individual or business, and understands that each goal is an opportunity to engage in a dialogue. We commit our various resources to each client; and implement technology to provide advanced comprehensive solutions. Our advisors forge strong relationships with clients empowering them to progress along their financial path with confidence. D.A. Davidson remains dedicated to offering quality service and sound advice.
      Extra Phones

      Fax: 805-676-4320

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Investment Management, Management Training
      Services/Products
      Timely, Personalized Service, Municipal Bond Investing, Wealth Management Processes, Conserative Options Strategies, Customized Retirement Strategies
      Payment Options
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