A complete list of active advisors currently associated with Harold Davidson & Associates, Inc
Warmer can help you find a great advisor at Harold Davidson & Associates, Inc or one who fits your needs even better.
Harold Davidson & Associates provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, pension plans, and businesses. The firm reports discretionary management of approximately $390.5 million across about 237 client relationships and operates with a small advisory team. Advisory work is individualized for portfolio management clients and includes fundamental analysis, long‑ and short‑term purchase strategies, ongoing monitoring and rebalancing, and cash management in conservative vehicles; standalone planning engagements can include real estate analysis, cost segregation studies, mortgage/debt analysis and corporate-structure advice. The firm also serves as an adviser to employer retirement plans and, when suitable, recommends private pooled vehicles such as real‑estate limited partnerships. The firm is affiliated with HDA Properties Inc., which the brochure describes as a vehicle used to create and package real estate limited partnerships; Harold Davidson & Associates and related persons act as general partner/manager and investment adviser to those pooled vehicles and solicit advisory clients to invest, with separate general‑partner fees disclosed. The brochure also discloses a past SEC sanction and fine for late delivery/filing of Form CRS during the COVID‑19 period, with the firm reporting full compliance as of April 20, 2021.
To learn more about the advisors currently working at Harold Davidson & Associates, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 1
| |
Los Angeles, CA
| 29
| |
Los Angeles, CA
| 1
| |
Los Angeles, CA
| 6
|
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