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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