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Building 2DAVIDOV FINANCIAL COACHING, LLC

Map pinNEW HYDE PARK, NY
Phone(516) 587-5550
NotebookSEC #801-119871
Total AUM
$143.8M
Employees
3
Clients
383

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1981 MARCUS AVENUE
SUITE 231
NEW HYDE PARK
NY 11042
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Phone
(516) 587-5550

ReceiptFinancials

Total AUM
$143.8M
Accounts
663
Discretionary
$143.8M
Accounts
663
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
273
AUM
$55.9M
HNW Individual Clients
98
AUM
$82.1M
Pension/Profit Sharing Plan Clients
4
AUM
$862.7K
Charitable Organization Clients
2
AUM
$3.4M
Corporation or Business Clients
6
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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