Harold Davidson & Associates, Inc

RIASEC RegisteredEst. 1974

Total AUM

$391M

Discretionary

$391M

100% of AUM

Avg account

$923K

Accounts

423

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 110994
Registered since: February 24, 1974
Website: hdainvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.21%
Individuals10.99%
Pension & Profit Sharing Plans4.85%
Corporations / Businesses2.47%
Charitable Organizations0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of Periodicals

Firm profile

FINTRX

Overview

Harold Davidson & Associates, Inc. is an independent registered investment adviser that has been SEC-registered since 1974 and is owned by an individual owner. The firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and publishing periodicals or newsletters. The firm also operates as a real estate broker and is active as a sponsor/manager of pooled vehicles and limited partnerships, indicating direct involvement in private real estate activities in addition to advisory work. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor.