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DAVIDOV FINANCIAL COACHING, LLC
CRD 166794 · SEC 801-119871
1981 MARCUS AVENUE, SUITE 231, NEW HYDE PARK, NY, 11042, United States
Phone
(516) 587-5550
Fax
(516) 587-5556
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.8M
Discretionary AUM
$143.8M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 273 | $55.9M |
| High net worth individuals | 98 | $82.1M |
| Pension/profit sharing plans | 4 | $863K |
| Charitable organizations | 2 | $3.4M |
| Corporations/business entities | 6 | $1.5M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD