D & T FINANCIAL ADVISORS, INC.

D & T FINANCIAL ADVISORS, INC. of CONCORD, CA is an SEC-registered investment adviser (CRD 136297). Regulatory assets under management: $87.4M.

Registration

• CRD: 136297
• Type: Registered investment adviser
• Location: 1985 BONIFACIO STREET, CONCORD, CA, 94520
• Phone: 925-689-1360
• Latest filing: 2026-02-26
• Regulatory AUM: $87.4M
• Discretionary AUM: $87.4M
• Clients: 3
• Accounts: 102

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136297 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search