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DAVIDOV FINANCIAL COACHING, LLC

1981 Marcus Avenue
Suite 231
New Hyde Park, New York 11042
Tel: (516) 587-5550

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About DAVIDOV FINANCIAL COACHING, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#166794
SEC#801-119871
Assets Managed by Firm$112,929,430
No. of Clients682
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total682$112,929,430
Individuals (other than high net worth individuals)295$61,983,871
High net worth individuals34$43,046,771
Pension and profit sharing plans4$2,975,518
Charitable organizations3$4,118,242
Corporations or other businesses1$805,028

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