TDT Financial Inc

RIASEC Registered
Total AUM
$45M
Discretionary
$0
0% of AUM
Avg account
$372K
Accounts
121
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
310877
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI80.78%
  • Individuals19.22%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

TDT Financial Inc. is an independent, individual-owned registered investment adviser focused on financial planning and portfolio management for individuals and small business owners. The firm operates as a non-discretionary adviser, meaning clients retain final trading authority and the firm provides advice and portfolio recommendations rather than exercising discretionary trading authority. Its fee model combines a percentage-of-AUM component with fixed-fee engagements. Investment activity centers on pooled public funds rather than direct-stock or separately managed account programs. TDT Financial Inc. does not position itself as a capital allocator or pension consultant and is not listed as an active ESG investor. The firm’s client base is concentrated on individual and family relationships, and it delivers planning and portfolio oversight consistent with that population.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Todd Taylor

    PresidentCRD 4756383

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth