D & T Financial Advisors, Inc.

Overview

D & T Financial Advisors, Inc. is a state registered investment adviser based in Concord, CA, registered since 1995. It reports $87.4M in assets under management across 102 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$87.4M

Discretionary

100%

Accounts

102

Average account

$857K

Employees

3

Advisory reps

3

Registered since

1995

Jurisdictions

1

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 2 of 2

• Gary Downs Chief Executive Officer CRD 2973728
• Scott Tsuruda Shareholder CRD 5653406

Advisory reps 3 of 3

• Gary Patrick Downs Investment Adviser Rep CRD 2973728
• Andrew Michael Mendonca Investment Adviser Rep CRD 7866329
• Alexander Ryan Tsuruda Investment Adviser Rep CRD 7866255

Location

Headquarters

1985 Bonifacio St Ste 201
Concord, CA 94520

County

Contra Costa

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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