Unclaimed Profile

Daniel Adam Davidowitz

POLEN CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida

Clean record13 years registeredPOLEN CAPITAL MANAGEMENT, LLC

1825 NW CORPORATE BLVD., BOCA RATON, FL 33431CRD# 5403878Firm CRD# 106093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Adam Davidowitz · BOCA RATON, FL

Registration

CRD #5403878 · POLEN CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POLEN CAPITAL MANAGEMENT, LLC

POLEN CAPITAL MANAGEMENT, LLC

Nov 2012 – Aug 2024

BOCA RATON, FL

Registrations & Exams

Registration record

First registered · November 2, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POLEN CAPITAL MANAGEMENT, LLC

CRD 106093 · SEC 801-15180

AUM

$43.2B

Regulatory assets under management

Employees

173

3,397 client accounts

Services offered by POLEN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at POLEN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Adam Davidowitz offer?

Daniel Adam Davidowitz specializes in Investment Management, Retirement Planning, Wealth Management.

What are Daniel Adam Davidowitz's credentials?

Daniel Adam Davidowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Adam Davidowitz located?

Daniel Adam Davidowitz is based in BOCA RATON, Florida, last registered with POLEN CAPITAL MANAGEMENT, LLC.

How does Daniel Adam Davidowitz charge for services?

Daniel Adam Davidowitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POLEN CAPITAL MANAGEMENT, LLC?

POLEN CAPITAL MANAGEMENT, LLC has approximately 173 employees and manages $43.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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