Harold Davidson & Associates Inc is a large advisory firm based in Los Angeles. It manages $241.65 million of regulatory assets for 424 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Harold Davidson & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, publication of newsletters, and investment counseling services may include investing in real estate through an affiliate, hda properties.. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harold Davidson & Associates Inc is $241.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Harold Davidson & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Harold Alan Davidson is high net worth individuals with 84 clients and $116.24 million of assets under management. Among the 6 most similar advisory firms, Harold Davidson & Associates has the lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $241.65 million for 310 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Harold Davidson & Associates doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Harold Alan Davidson has been acting as President since 1 Nov 1973. Gina Josephine Gamboa joined the executive team most recently as the Chief Compliance Officer.
The principal office where Harold Davidson & Associates Inc performs its advisory services is located at 1900 Avenue Of The Stars, Los Angeles, CA 90067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-553-5551 or by fax 310-553-3901. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at hdainvest.com/.