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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 $556,560,199 assets under management, offering retirement planning & investment advisory services to 3665 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 108475 |
| SEC# | 801-56919 |
| Assets Managed by Firm | $556,560,199 |
| No. of Clients | 3665 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3665 | $556,560,199 |
| Individuals (other than high net worth individuals) | 3567 | $315,458,162 |
| High net worth individuals | 98 | $241,102,037 |
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