Daniel Davidowitz, financial advisor Boca Raton FL
90 score

Daniel Davidowitz

CRD Number: 5403878
Current Firm: Polen Capital Management, LLC

Daniel Davidowitz (CRD# 5403878) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Polen Capital Management LLC Boca Raton, FL Nov 2005 - Current 11
Soldan, Corp Boca Raton, FL Nov 2005 - Mar 2013 7

Daniel Davidowitz has no recent exams reported.
Contact Info for Daniel A. Davidowitz
Phone Number: 1-561-241-2425
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    6,694
    MILLIONS
  • Total Number of Accounts
    3,775
    ACCOUNTS
  • Average Account Value
    $1,773,162
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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