HAROLD DAVIDSON & ASSOCIATES, INC

CRD 110994 · SEC 801-9752

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1801 CENTURY PARK EAST, #2150, LOS ANGELES, CA, 90067, United States

Phone

310-553-5551

Fax

310-553-3901

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$390.5M

Discretionary AUM

$390.5M

Team

7 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-03

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Publication of periodicalsINVESTMENT COUNSELING SERVICES MAY INCLUDE INVESTING IN REAL ESTATE THROUGH AN AFFILIATE, HDA PROPERTIES INC.

Client types

Type	Clients	AUM
Individuals	160	$42.9M
High net worth individuals	77	$317.2M
Pension/profit sharing plans	5	$19.0M
Charitable organizations	2	$1.8M
Corporations/business entities	5	$9.6M

States served

AZ, CA, LA, NV, NY, TX, FL

All web addresses on file

https://www.linkedin.com/in/craig-farkas-144147127/
HTTP://WWW.HDAINVEST.COM/

Official SEC filing: View on IAPD