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| Keyboard |
| Davidov Financial Coaching LLC
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|---|---|
| CRD # | 166794 |
| SEC # | 801-119871 |
| CIK # | |
| AUM | 143.8 M (2026-03-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 516-587-5550 |
| Address | 1981 Marcus Avenue New Hyde Park, NY 11042 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 55.9 |
| (b) Individuals (high net worth individuals) | 98 | 82.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.9 |
| (h) Charitable organizations | 2 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 663 | 143.8 |
| By Discretionary | ||
| Discretionary | 663 | 143.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 663 | 143.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.8 | |
| Total | 663 | 143.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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van Diest Capital LLC
✚
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|
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|
Old Bridge Wealth Inc
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|
Star Capital Inc
✚
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