Investment adviser · CRD 333289

MDT FINANCIAL ADVISORS

Investment adviser filing (IA)

MDT FINANCIAL ADVISORS, LLC

WEBSTER, TX, United States · Form ADV filed Oct 31, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 31, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

455 E. MEDICAL CENTER BLVD, SUITE 115
WEBSTER, TX, 77598, United States

CRD 333289

Filing source

Form ADV 1904857 · Oct 31, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.