Harold Davidson & Associates Inc
● SEC registered since 1974CRD 110994SEC# 801-9752Los Angeles, CA
Reg. AUM
$390.5M
Employees
7
Accounts
423
Location
Los Angeles, CA
Harold Davidson & Associates Inc assets under management
Harold Davidson & Associates Inc operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 1974. It reports $390.5 million in regulatory assets under management and employs 7 people.
Harold Davidson & Associates Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Eric Farkas Control | Chief Compliance Officer | Under 5% | 2025 |
| Harold Alan Davidson Control | President | Over 75% | 1973 |
| Stephanie Chow Control | Portfolio Administrator | Under 5% | 2025 |
Frequently asked questions
How much does Harold Davidson & Associates Inc manage?
Harold Davidson & Associates Inc reports $390.5 million in regulatory assets under management on its Form ADV.
How many employees does Harold Davidson & Associates Inc have?
Harold Davidson & Associates Inc reports 7 employees.
Where is Harold Davidson & Associates Inc located?
Harold Davidson & Associates Inc is based in Los Angeles, CA and has been SEC-registered since 1974.
Does Harold Davidson & Associates Inc disclose fund performance?
Harold Davidson & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1801 Century Park East, #2150, Los Angeles, CA 90067 |
| Phone | 310-553-5551 |
| Fax | 310-553-3901 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$390.5M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$390.5Mregulatory AUM
Discretionary $390.5M