$21.2M Total AUM
$16.9M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-27-2008
- Office Locations
- 1
Office Locations
167 South River Road Suite 11 Bedford NH
About JTD Financial Services, LLC
JTD Financial Services, LLC is a Bedford, NH-based firm serving individuals and businesses across the Northeast and beyond. Founded in 2008, it provides financial and retirement planning, insurance services, and investment services, building customized asset-allocation portfolios that balance risk tolerance and return objectives. The practice supports custody through Charles Schwab.
Team overview
62 AVG AGE
$21.2M AVG AUM / ADVISOR
$311.3K AVG AUM / CLIENT
18.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
FRANK GUSTAVE DEMAIO
Managing Member, President
- CRD
- #2268523
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,865,531 | -- |
| Non-Discretionary | $4,303,099 | -- |
| Total | $21,168,630 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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