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JTD FINANCIAL SERVICES, LLC
CRD 144852
167 SOUTH RIVER ROAD, SUITE 11, BEDFORD, NH, 03110, United States
Phone
603-641-1010
Fax
603-641-0707
Registration
— (—)
Source
State registered
Total AUM
$21.2M
Discretionary AUM
$16.9M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; THIRD PARTY ADVISOR SELECTION AND MONITORING FEES
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $19.2M |
| High net worth individuals | 4 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD