RIA Intel›Advisers›New Hampshire›JTD FINANCIAL SERVICES, LLC

JTD FINANCIAL SERVICES, LLC

Advisory

BEDFORD, NH

Data as of Jan 9, 2026 · Source: SEC Form ADV

Average account

$181K

across 117 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$17M

Non-Discretionary AUM$4M

Discretionary %79.7%

Total Clients68

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNH, NY

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

68 clients

4 high-net-worth

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

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