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| Financial Directions LLC
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| |
|---|---|
| CRD # | 108475 |
| SEC # | 801-56919 |
| CIK # | |
| AUM | $560.6 MM (2024-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 520-408-7777 |
| Address | 1228 East Prince Road Tucson, AZ 85719 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,642 | 273.9 |
| (b) Individuals (high net worth individuals) | 111 | 286.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,753 | 560.6 |
| By Discretionary | ||
| Discretionary | 3,753 | 560.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,753 | 560.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 560.5 | |
| Total | 3,753 | 560.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Schiavi & Company LLC
✚
|
DE | 0.6 |
|
Moller Wealth Partners Inc
✚
|
IL | 0.6 |
|
John W Brooker & Co CPAS PC
✚
|
CA | 0.6 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.6 |
|
Epsilon Financial Group Inc
✚
|
CA | 0.6 |
|
Tranquility Partners LLC
✚
|
TN | 0.6 |
|
Goldstone Financial Group LLC
✚
|
IL | 0.6 |
|
Blue Oak Capital LLC
✚
|
CA | 0.6 |
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.6 |
|
Action Point Financial Planning LLC
✚
|
MI | 0.6 |