Harold Davidson & Associates Inc.
Harold Davidson & Associates Inc. (CRD# 110994) is a financial advisory firm headquartered in Los Angeles, CA. They manage $315,618,063 in 390 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Harold Davidson & Associates Inc.
By the Numbers
-
Total Assets Under Management316MILLION
-
Total Number of Accounts390ACCOUNTS
-
Average Account Value$809,277
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, TX
Financial Advisors at Harold Davidson & Associates Inc.
1
Harold Davidson (CRD# 4405926) is an Investment Advisor Representative working at Harold Davidson & Associates Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.
2
Vick Khoboyan (CRD# 5119805) is an Investment Advisor Representative working at Harold Davidson & Associates Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry.
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