RIA Intel›Advisers›Washington›TDT FINANCIAL INC

TDT FINANCIAL INC

Advisory

WA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account

$372K

across 121 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$0

Non-Discretionary AUM$45M

Discretionary %0%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InSD, TX, WA

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

35 clients

19 high-net-worth

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

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