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 |
---|---|---|---|
$34,385,256,113 | 126310 | 112 | |
$25,897,235,362 | 73 | 9 | |
$13,438,401,059 | 431 | 41 | |
$8,394,137,837 | 4068 | 60 | |
$6,856,132,947 | 1409 | 17 |
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