D & T Financial Advisors, Inc.

D & T Financial Advisors, Inc. (CRD# 136297) is a financial advisory firm headquartered in Concord, CA. They manage $30,126,736 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $295,360
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at D & T Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gary P. Downs
CRD#: 2973728
1985 Bonifacio Street #201, Concord, CA 94520
87
Wealthminder
score

Gary Downs (CRD# 2973728) is an Investment Advisor Representative working at D & T Financial Advisors, Inc. in Concord, CA and has 1 year of experience in the finance industry.

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