RIA Intel›Advisers›California›DOWNS & TSURUDA, INC.

DOWNS & TSURUDA, INC.

Advisory

CONCORD, CA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in CA

#2,926

of 5,480 advisers by AUM

Average account

$857K

across 102 accounts

AUM per adviser

$29M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$87M

Discretionary AUM$87M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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