Harold Davidson & Associates, Inc
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
FINTRXOverview
Harold Davidson & Associates, Inc. is an independent registered investment advisor that has been SEC-registered since 1974. The firm serves both individual and family clients as well as institutional investors, offering a mix of financial planning, portfolio management for individuals and pooled investment vehicles, and publication of periodicals or newsletters. Its corporate activities extend into real estate brokerage and sponsorship roles—acting as sponsor, general partner, or managing member of pooled investment vehicles and limited partnerships. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, suggesting flexibility for differing client circumstances. The firm is not identified as an active ESG investor and is not a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Non-Exchange Traded Equities12%
- Public Funds/Mutual Funds12%
- Investment Grade Corp Bonds8%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$994K in ETFs
100%
$994K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $527K | 5,231 | 52.98% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1801 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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