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DIRECTIONAL FINANCIAL SERVICES
1420 5th Ave
Suite 3150
Seattle, Washington 98101
Tel: 206-508-3240
About DIRECTIONAL FINANCIAL SERVICES
DIRECTIONAL FINANCIAL SERVICES, formally registered with the SEC as DIRECTIONAL FINANCIAL SERVICES. The firm was established in 06/27/2014. They have over 1 offices throughout the country.
DIRECTIONAL FINANCIAL SERVICES is a Seattle, Washington based Financial Planning firm with nearly $9,341,251 assets under management, offering retirement planning & investment advisory services to 80 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171903 |
| SEC# | 801-79954 |
| Assets Managed by Firm | $9,341,251 |
| No. of Clients | 80 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 80 | $9,341,251 |
| Individuals (other than high net worth individuals) | 35 | $9,341,251 |
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