Overview
Assets Under Management: $215 million
Headquarters: SHERMAN OAKS, CA
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 534
Discretionary Accounts: 534
Regulatory Filings
CRD Number: 290062
Last Filing Date: 2025-01-29 00:00:00
Website: https://davidsonkahn.com