CRD: 166794
Davidov Financial Coaching, LLC
$143.8M Total AUM
$143.8M Disc. AUM
23.6% 3Y CAGR
3 Employees
383 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Ridge eagle
- Established Date
- 12-07-2020
- Office Locations
- 1
Office Locations
1981 Marcus Avenue Suite 231 NEW Hyde Park NY
About Davidov Financial Coaching, LLC
Davidov Financial Coaching is a New Hyde Park, NY wealth management firm providing investment management alongside estate, retirement, and tax planning. Led by experienced estate planning attorneys, the team coordinates portfolio, family-wealth, and risk management decisions to support long-term goals. Regulatory filings indicate portfolios are primarily ETF-based with tax-aware implementation.
Team overview
51 AVG AGE
$71.9M AVG AUM / ADVISOR
$375.4K AVG AUM / CLIENT
3.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
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Asset Classes
Vector peak Peak Glacier insight
Client Personas
Fusion foundation
Custodian
Element meridian Peak Ember value
Investment Themes
Peak Eagle Wave prime
Investment Vehicles
Value
Platform
Prime
Services
Prime Legacy Alpha Momentum Capital Summit Zenith Vital Radial alpha Focus Timber vertex Ember delta
Technology
Harbor
Owner & Executives
MICHAEL DAVIDOV
Managing Member - Cco
- CRD
- #6161418
- Ownership
- 75% or more
(791) 492-5800
horizon.eagle@zenithcapital.com
in linkedin.com/in/momentum-vector
Showing 1 of 1 owners & executives
Unlock allContacts
E
Ethan M Davidov
--
- CRD
- #7959679
(967) 502-9657
peak.focus@pioneercapital.com
in linkedin.com/in/beacon-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,784,849 | $216,870 |
| Non-Discretionary | $0 | -- |
| Total | $143,784,849 | $216,870 |
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Separately Managed Accounts
Total SMA Asset: $143,784,849
Public Funds:
18.9% Equity - Exchange:
19.2% Other:
14.9% Cash:
6.0% U.S. Government/Agency:
17.0% Corporate - Investment Grade:
13.3% Municipal Bonds:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,496,369,788 | 18.9% |
| Equity - Exchange | $1,520,121,690 | 19.2% |
| Other | $1,179,677,770 | 14.9% |
| Cash | $475,038,028 | 6.0% |
| U.S. Government/Agency | $1,345,941,080 | 17.0% |
| Corporate - Investment Grade | $1,053,000,962 | 13.3% |
| Municipal Bonds | $847,151,150 | 10.7% |
| Total | $7,917,300,468 | 100.0% |