Overview
Assets Under Management: $358 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Frequently Asked Questions
HAROLD DAVIDSON & ASSOCIATES INC 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 #110994), HAROLD DAVIDSON & ASSOCIATES INC is subject to fiduciary duty under federal law.
HAROLD DAVIDSON & ASSOCIATES INC is headquartered in LOS ANGELES, CA.
HAROLD DAVIDSON & ASSOCIATES INC serves 72 high-net-worth clients according to their SEC filing dated June 17, 2025. View client details ↓
According to their SEC Form ADV, HAROLD DAVIDSON & ASSOCIATES INC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
HAROLD DAVIDSON & ASSOCIATES INC manages $358 million in client assets according to their SEC filing dated June 17, 2025.
According to their SEC Form ADV, HAROLD DAVIDSON & ASSOCIATES INC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.84
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 430
Discretionary Accounts: 430
Regulatory Filings
CRD Number: 110994
Filing ID: 1998079
Last Filing Date: 2025-06-17 16:18:00
Website: https://hdainvest.com