150 Second Avenue N.
Suite 1600
St. Petersburg, Florida 33701
Tel: 727-341-8380
DIRECTED CAPITAL ADVISORS, formally registered with the SEC as DIRECTED CAPITAL ADVISORS. The firm was established in 05/21/2013. They have over 1 offices throughout the country.
DIRECTED CAPITAL ADVISORS is a St. Petersburg, Florida based Financial Planning firm with nearly $363,939,207 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 40 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162277 |
| SEC# | 801-78032 |
| Assets Managed by Firm | $363,939,207 |
| No. of Clients | 6 |
| No. of Advisors | 40 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $363,939,207 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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