Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
293 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$358.5M

Fee Structure

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Location

1801 Century Park East, #2150, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Harold Davidson & Associates INC
February 2024 - Present · 2 yrs
Previous Registrations
F/m Investments LLC
May 2023 - March 2024 · 10 mos
Gries Financial LLC
April 2021 - October 2023 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - August 2014 · 1 yr 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.