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: www.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. The firm advises both individual and family clients as well as institutional investors, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm’s business activities extend beyond advisory work into real estate brokerage, and it publishes periodicals or newsletters as part of its client communications. It is not positioned as an active ESG investor, does not bill itself as a multi-state adviser, and does not operate as a capital allocator or pension consultant.