DAVIDOV FINANCIAL COACHING, LLC
Adviser information for DAVIDOV FINANCIAL COACHING, LLC last updated from Form ADV on February 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 560 | $90.3M |
| Non-Discretionary | 0 | $0 |
| Total | 560 | $90.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 268 | $44.9M |
| HNW Individuals | 28 | $39.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.3M |
| Charitable organizations | <5 | $3.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $622,044 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Real estate broker, dealer, or agentInsurance broker or agentLawyer or law firm |
Identifiers
| SEC RIA File Number | 801-119871 |
|---|---|
| SEC ERA File Number | 801-119871 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166794 |
| Legal Entity Identifier | None |
Principal Office
1981 MARCUS AVENUESUITE 231
NEW HYDE PARK
NY
United States
Monday - Friday, 9:00AM - 5:30PM
Tel: (516) 587-5550, Fax: (516) 587-5556
Chief Compliance Officer
MICHAEL DAVIDOV
MANAGING MEMBER - CCO
1981 MARCUS AVENUE
SUITE 231
NEW HYDE PARK
NY
United States
Tel:
(516) 587-5550
Fax:
(516) 587-5556
M******@*******************M
(Full email address available in API data)
Industry Affiliates
| COVEY SANDLER 26, LLC | Sponsor or syndicator of limited partnerships |
| MICHAEL DAVIDOV, LICENSED INSURANCE BROKER | Lawyer or law firmInsurance company or agencyReal estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAVIDOV, MICHAEL | Individual | – | MANAGING MEMBER - CCO | 02/2013 | > 75% |