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FINANCIAL DIRECTIONS LLC
1228 East Prince Road
Tucson, Arizona 85719
Tel: 520-408-7777
About FINANCIAL DIRECTIONS LLC
FINANCIAL DIRECTIONS LLC, formally registered with the SEC as FINANCIAL DIRECTIONS LLC. The firm was established in 10/18/1999. They have over 1 offices throughout the country.
FINANCIAL DIRECTIONS LLC is a Tucson, Arizona based Financial Planning firm with nearly $672,472,149 assets under management, offering retirement planning & investment advisory services to 3200 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108475 |
| SEC# | 801-56919 |
| Assets Managed by Firm | $672,472,149 |
| No. of Clients | 3200 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3200 | $672,472,149 |
| Individuals (other than high net worth individuals) | 3200 | $272,609,027 |
| High net worth individuals | 144 | $399,863,122 |
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