Assets Under Management
$358.5M
Number of Clients
293
Number of Advisors
2
Average Client AUM
$1.2M
AUM per Advisor
$179.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Harold Davidson & Associates offers comprehensive portfolio management with financial planning, and standalone financial planning & consulting. They also provide retirement plan consulting to employer plan sponsors. Investment advice is tailored to individual client needs and objectives.
1801 Century Park East, #2150, Los Angeles, CA, 90067