D
CRD: 136297
D & T Financial Advisors, Inc.
Concord, CA, 94520
9256891360
$87.4M Total AUM
$87.4M Disc. AUM
-- 3Y CAGR
3 Employees
40 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Jackson National Life · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-27-1995
- Office Locations
- 1
Office Locations
1985 Bonifacio Street #201 Concord CA
About D & T Financial Advisors, Inc.
D & T Financial Advisors, Inc. is a Concord-based RIA. The firm has been operating for 30 years. Managing $87.4M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS and Jackson National Life. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$29.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
14.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age
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Asset Classes
Vector Insight
Client Personas
Alpha pathway
Investment Themes
Signal
Investment Vehicles
Wave
Services
Harbor Ridge Pioneer glacier Legacy Focus matrix Focus prime
Owner & Executives
G
GARY PATRICK DOWNS
Chief Executive Officer, Partner
- CRD
- #2973728
- Ownership
- 50% but less than 75%
(294) 603-1399
pioneer.pioneer@optimacapital.com
in linkedin.com/in/quantum-timber
S
SCOTT TSURUDA
Intern
- CRD
- --
- Ownership
- 50% but less than 75%
(243) 662-9791
signal.timber@glaciercapital.com
in linkedin.com/in/ember-vital
Showing 2 of 2 owners & executives
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A
Andrew Michael Mendonca
--
- CRD
- #7866329
(882) 933-6943
bridge.signal@beaconcapital.com
in linkedin.com/in/atlas-bridge
A
Alexander Ryan Tsuruda
--
- CRD
- #7866255
(689) 708-4957
delta.pioneer@embercapital.com
in linkedin.com/in/timber-insight
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,449,075 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,449,075 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,449,075
Public Funds:
26.5% U.S. Government/Agency:
20.1% Cash:
30.7% Equity - Exchange:
12.9% Municipal Bonds:
9.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,354,990,231 | 26.5% |
| U.S. Government/Agency | $1,027,747,307 | 20.1% |
| Cash | $1,569,743,400 | 30.7% |
| Equity - Exchange | $659,599,018 | 12.9% |
| Municipal Bonds | $501,090,727 | 9.8% |
| Total | $5,113,170,683 | 100.0% |