D & T Financial Advisors, Inc.

D & T Financial Advisors, Inc. (CRD# 136297) is a financial advisory firm headquartered in Concord, CA. They manage $76,014,451 in 109 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1985 Bonifacio Street, Suite 201, Concord, CA 94520
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $697,380
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at D & T Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gary Downs, financial advisor Concord CA
Gary P. Downs
CRD#: 2973728
1985 Bonifacio Street #201, Concord, CA 94520

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.

2
Andrew Mendonca, financial advisor Concord CA
Andrew M. Mendonca
CRD#: 7866329
1985 Bonifacio Street, Suite 201, Concord, CA 94520

Andrew Mendonca (CRD# 7866329) 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.

3
Alexander Tsuruda, financial advisor Concord CA
Alexander R. Tsuruda
CRD#: 7866255
1985 Bonifacio Street, Suite 201, Concord, CA 94520

Alexander Tsuruda (CRD# 7866255) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals