Harold
Davidson
Harold Davidson & Associates Inc
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About this Advisor
Harold Davidson is a financial advisor based in Los Angeles, California, working with Harold Davidson & Associates Inc. Harold has previously held a position at Harold Davidson & Associates. Harold is registered to provide services in California and Louisiana. Currently, Harold is part of Harold Davidson & Associates Inc, which operates out of Los Angeles, California. The firm has 7 employees and manages assets totaling $315.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, publication of newsletters, and other services. The fee structure at Harold Davidson & Associates Inc includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Harold Davidson & Associates Inc Brokerage Details
$315,618,063
7
390
$809,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Publication of periodicals or newsletters
- Other
Harold Davidson Work History
Harold Davidson & Associates
Disclosures
Please visit the SEC profile of Harold Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harold Davidson & Associates Inc
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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