HAROLD DAVIDSON & ASSOCIATES INC
CRD #110994 SEC #801-9752 LOS ANGELES, CA 310-553-5551
SEC Registered
Total AUM
$358.5M
Discretionary
$358.5M
Employees
7
Clients
1
Accounts
430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $358.5M | $358.5M | $0 | 7 | 0 |
| Jun 2025 | $358.5M | $358.5M | $0 | 7 | 0 |
| Jun 2025 | $358.5M | $358.5M | $0 | 7 | 0 |
| Mar 2025 | $358.5M | $358.5M | $0 | 7 | 0 |
| Mar 2024 | $315.6M | $315.6M | $0 | 7 | 0 |
| Mar 2023 | $284.1M | $284.1M | $0 | 7 | 0 |
| Mar 2022 | $353M | $353M | $0 | 7 | 0 |
| Jan 2022 | $324M | $324M | $0 | 7 | 0 |
| Nov 2021 | $324M | $324M | $0 | 7 | 0 |
| Jul 2021 | $324M | $324M | $0 | 7 | 0 |
| Apr 2021 | $324M | $324M | $0 | 7 | 0 |
| Apr 2021 | $324M | $324M | $0 | 7 | 0 |
| Mar 2021 | $294.6M | $294.6M | $0 | 7 | 0 |
| May 2020 | $294.6M | $294.6M | $0 | 7 | 0 |
| Mar 2019 | $241.7M | $241.7M | $0 | 7 | 0 |
| Mar 2018 | $261.2M | $261.2M | $0 | 7 | 0 |
| Mar 2017 | $287M | $287M | $0 | 8 | 500 |
| Mar 2016 | $269M | $269M | $0 | 10 | 500 |
| Mar 2015 | $258.1M | $258.1M | $0 | 11 | 600 |
| Mar 2014 | $240.2M | $0 | $240.2M | 11 | 500 |
| Mar 2013 | $218.5M | $0 | $218.5M | 11 | 500 |
| Apr 2012 | $212.8M | $212.8M | $0 | 6 | 500 |
| Mar 2012 | $212.8M | $0 | $212.8M | 6 | 500 |
| Mar 2011 | $222.7M | $222.7M | $0 | 10 | -- |
| Mar 2010 | $225.7M | $225.7M | $0 | 10 | -- |
| Mar 2009 | $233.3M | $233.3M | $0 | 5 | -- |
| Mar 2008 | $328.8M | $327.7M | $1.2M | 5 | -- |
| May 2007 | $297.6M | $293.9M | $3.7M | 5 | -- |
| May 2007 | $297.6M | $293.9M | $3.7M | -- | -- |
| Mar 2007 | $29.8B | $29.4B | $365.1M | -- | -- |
| Mar 2006 | $268.1M | $36.5M | $231.6M | -- | -- |
| Mar 2004 | $216M | $21.4M | $194.6M | -- | -- |
| Mar 2002 | $192.7M | $11.7M | $181M | -- | -- |
| May 2001 | $224.4M | $14.4M | $209.9M | -- | -- |
DateSep 2025
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2025
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2025
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$358.5M
Discretionary$358.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$315.6M
Discretionary$315.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$294.6M
Discretionary$294.6M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$294.6M
Discretionary$294.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$241.7M
Discretionary$241.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$287M
Discretionary$287M
Non-Disc.$0
Employees8
Clients500
DateMar 2016
Total AUM$269M
Discretionary$269M
Non-Disc.$0
Employees10
Clients500
DateMar 2015
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees11
Clients600
DateMar 2014
Total AUM$240.2M
Discretionary$0
Non-Disc.$240.2M
Employees11
Clients500
DateMar 2013
Total AUM$218.5M
Discretionary$0
Non-Disc.$218.5M
Employees11
Clients500
DateApr 2012
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$212.8M
Discretionary$0
Non-Disc.$212.8M
Employees6
Clients500
DateMar 2011
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$233.3M
Discretionary$233.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$328.8M
Discretionary$327.7M
Non-Disc.$1.2M
Employees5
Clients--
DateMay 2007
Total AUM$297.6M
Discretionary$293.9M
Non-Disc.$3.7M
Employees5
Clients--
DateMay 2007
Total AUM$297.6M
Discretionary$293.9M
Non-Disc.$3.7M
Employees--
Clients--
DateMar 2007
Total AUM$29.8B
Discretionary$29.4B
Non-Disc.$365.1M
Employees--
Clients--
DateMar 2006
Total AUM$268.1M
Discretionary$36.5M
Non-Disc.$231.6M
Employees--
Clients--
DateMar 2004
Total AUM$216M
Discretionary$21.4M
Non-Disc.$194.6M
Employees--
Clients--
DateMar 2002
Total AUM$192.7M
Discretionary$11.7M
Non-Disc.$181M
Employees--
Clients--
DateMay 2001
Total AUM$224.4M
Discretionary$14.4M
Non-Disc.$209.9M
Employees--
Clients--