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| Directional Financial Services LLC
✚
| |
|---|---|
| CRD # | 171903 |
| SEC # | 801-79954 |
| CIK # | |
| AUM | $9.3 MM (2024-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 206-508-3240 |
| Address | 1420 5th Ave Seattle, WA 98101 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 9.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 9.3 |
| By Discretionary | ||
| Discretionary | 80 | 9.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 80 | 9.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.3 | |
| Total | 80 | 9.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Premium 72 Capital LLC
✚
|
TX | 0.0 |
|
URSA Financial LLC
✚
|
CA | 0.0 |
|
EarlyBird Central Inc
✚
|
NY | 0.0 |
|
Tinderwealth LLC
✚
|
CA | 0.0 |
|
Port Capital Management LLC
✚
|
NY | 0.0 |
|
Parco Wealth Management LLC
✚
|
DC | 0.0 |
|
Agustoni Emanuele Guiseppe
✚
|
0.0 | |
|
Smartadvisor LLC
✚
|
CA | 0.0 |
|
Overseas Capital Management LLC
✚
|
0.0 | |
|
Quantbase LLC
✚
|
NY | 0.0 |