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HAROLD DAVIDSON & ASSOCIATES INC
LOS ANGELES, CA
310-553-5551
SEC #801-9752Total AUM
$390.5M
Employees
7Clients
249Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1801 CENTURY PARK EAST
#2150
LOS ANGELES
CA 90067
United States
#2150
LOS ANGELES
CA 90067
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
310-553-5551
Financials
Total AUM
$390.5M
Accounts
423Discretionary
$390.5M
Accounts
423Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
160AUM
$42.9M
HNW Individual Clients
77AUM
$317.2M
Pension/Profit Sharing Plan Clients
5AUM
$19M
Charitable Organization Clients
2AUM
$1.8M
Corporation or Business Clients
5AUM
$9.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
INVESTMENT COUNSELING SERVICES MAY INCLUDE INVESTING IN REAL ESTATE THROUGH AN AFFILIATE, HDA PROPERTIES INC.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCAFLLANVNYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.