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D & T FINANCIAL ADVISORS, INC.
DOWNS & TSURUDA, INC.
CRD 136297
1985 BONIFACIO STREET, SUITE 201, CONCORD, CA, 94520, United States
Phone
925-689-1360
Fax
925-689-0936
Registration
— (—)
Source
State registered
Total AUM
$87.4M
Discretionary AUM
$87.4M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PLAN ASSETS
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.4M |
| High net worth individuals | 27 | $82.1M |
Official SEC filing: View on IAPD