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| Directional Asset Management LLC
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|---|---|
| CRD # | 152859 |
| SEC # | 801-131363 |
| CIK # | 0002105817 |
| AUM | 136.9 M (2026-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 847-749-2312 |
| Address | 171 W Wing St Arlington Heights, IL 60005 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BioScrip Inc | 8.5 | ||
| Alphabet Inc | 7.9 | ||
| Apple Inc | 6.3 | ||
| Wal Mart Stores Inc | 6.0 | ||
| Johnson & Johnson | 3.7 | ||
| Amazon Com Inc | 3.3 | ||
| J P Morgan Chase & Co | 3.3 | ||
| Goldman Sachs Group Inc | 2.9 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Tyson Foods Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.7 |
| (b) Individuals (high net worth individuals) | 36 | 135.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 95 | 136.9 |
| By Discretionary | ||
| Discretionary | 87 | 124.9 |
| Non-Discretionary | 8 | 12.0 |
| Total | 95 | 136.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 135.6 | |
| Total | 95 | 136.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002105817] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Golden Wealth Management LLC
✚
|
PA | 137.5 M |
|
Vision Investment Advisors LLC
✚
|
CT | 137.4 M |
|
Keystone Wealth Management Inc
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IA | 137.4 M |
|
Global Brokerage Services Inc
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|
MD | 137.3 M |
|
Jaras Financial Services Inc
✚
|
137.2 M | |
|
ORBA Wealth Advisors LLC
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|
IL | 136.9 M |
|
PVA Financial LLC
✚
|
136.9 M | |
|
Coordinated Capital Securities Inc
✚
|
WI | 136.8 M |
|
Norton Capital Management Inc
✚
|
VA | 136.6 M |
|
Vanweelden Wealth Management LLC
✚
|
OH | 136.5 M |