Davidson Asset Managment, Inc. (Manalapan)

Name: Davidson Asset Managment, Inc.
Address: 198 Rt 9, Manalapan, NJ, 07726
Telephone: 732-409-1060

Davidson Asset Managment, Inc. is a large advisory firm based in Manalapan. It manages $117.94 million of regulatory assets for 764 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, New Hampshire, and 5 other states.

Davidson Asset Managment provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Davidson Asset Managment: assets under management

The assets under management (AUM) of Davidson Asset Managment, Inc. is $117.94 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.69 million in discretionary accounts and $75.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $183.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Davidson Asset Managment, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Davidson Asset Managment, Inc.

Laurence Charles Davidson has been acting as President since 1 Jul 1988. Richard Edward Prozzo joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Laurence Charles Davidson	President	1 Jul 1988	75% - 100%	1368092
Richard Edward Prozzo	Chief compliance officer	1 Feb 2006	Other	1972687

Based in Manalapan

The principal office where Davidson Asset Managment, Inc. performs its advisory services is located at 198 Rt 9, Manalapan, NJ 07726, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-409-1060 or by fax 732-409-1052. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at dam@cybercomm.net.