HAROLD DAVIDSON & ASSOCIATES INC

1801 Century Park East
#2150
Los Angeles, California 90067
Tel: 310-553-5551

About HAROLD DAVIDSON & ASSOCIATES INC

HAROLD DAVIDSON & ASSOCIATES INC, formally registered with the SEC as HAROLD DAVIDSON & ASSOCIATES INC. The firm was established in 02/24/1974. They have over 1 offices throughout the country.

HAROLD DAVIDSON & ASSOCIATES INC is a Los Angeles, California based Financial Planning firm with nearly $315,618,063 assets under management, offering retirement planning & investment advisory services to 390 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110994
SEC#	801-9752
Assets Managed by Firm	$315,618,063
No. of Clients	390
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Publication of periodicals and newsletters
Other (INVESTMENT COUNSELING SERVICES MAY INCLUDE INVESTING IN REAL ESTATE THROUGH AN AFFILIATE, HDA PROPERTIES INC.)

Firm Client Information

	No. of Clients	AUM
Firm Total	390	$315,618,063
Individuals (other than high net worth individuals)	207	$108,332,927
High net worth individuals	72	$189,287,790
Pension and profit sharing plans	6	$11,777,281
Charitable organizations	3	$2,893,370
Corporations or other businesses	3	$1,257,746

More Retirement Planning firms in Los Angeles, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Los Angeles, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.