1981 Marcus Avenue
Suite 231
New Hyde Park, New York 11042
Tel: (516) 587-5550
DAVIDOV FINANCIAL COACHING, LLC, formally registered with the SEC as DAVIDOV FINANCIAL COACHING, LLC. The firm was established in 12/07/2020. They have over 1 offices throughout the country.
DAVIDOV FINANCIAL COACHING, LLC is a New Hyde Park, New York based Financial Planning firm with nearly $112,929,430 assets under management, offering retirement planning & investment advisory services to 682 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 166794 |
SEC# | 801-119871 |
Assets Managed by Firm | $112,929,430 |
No. of Clients | 682 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 682 | $112,929,430 |
Individuals (other than high net worth individuals) | 295 | $61,983,871 |
High net worth individuals | 34 | $43,046,771 |
Pension and profit sharing plans | 4 | $2,975,518 |
Charitable organizations | 3 | $4,118,242 |
Corporations or other businesses | 1 | $805,028 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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