Overview
Assets Under Management: $144 million
Headquarters: NEW HYDE PARK, NY
High-Net-Worth Clients: 98
Average Client Assets: $0.8 million
Frequently Asked Questions
DAVIDOV FINANCIAL COACHING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166794), DAVIDOV FINANCIAL COACHING, LLC is subject to fiduciary duty under federal law.
DAVIDOV FINANCIAL COACHING, LLC is headquartered in NEW HYDE PARK, NY.
DAVIDOV FINANCIAL COACHING, LLC serves 98 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, DAVIDOV FINANCIAL COACHING, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DAVIDOV FINANCIAL COACHING, LLC manages $144 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, DAVIDOV FINANCIAL COACHING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.10%
Average Client Assets: $0.8 million
Total Client Accounts: 663
Discretionary Accounts: 663
Regulatory Filings
CRD Number: 166794
Filing ID: 2062276
Last Filing Date: 2026-03-12 09:24:20