Harold Davidson & Associates, Inc
Harold Davidson & Associates, Inc is an SEC-registered wealth manager in Los Angeles, CA with $390.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Harold Davidson & Associates, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110994, SEC 801-9752, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $390.5M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Los Angeles, CA
- Employees
- 7
- Clients
- 249
- CRD
- 110994
- Ownership
- DAVIDSON, HAROLD, ALAN; GAMBOA, GINA, JOSEPHINE; Chow, Stephanie; FARKAS, CRAIG, ERIC
How much AUM does Harold Davidson & Associates, Inc have?
Harold Davidson & Associates, Inc reported $390.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Harold Davidson & Associates, Inc?
Disclosed owners and executives of Harold Davidson & Associates, Inc include DAVIDSON, HAROLD, ALAN, GAMBOA, GINA, JOSEPHINE, Chow, Stephanie, FARKAS, CRAIG, ERIC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.