Overview
Assets Under Management: $108 million
High-Net-Worth Clients: 15
Average Client Assets: $6.3 million
Frequently Asked Questions
DIRECTIONAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311908), DIRECTIONAL ADVISORS is subject to fiduciary duty under federal law.
DIRECTIONAL ADVISORS serves 15 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, DIRECTIONAL ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DIRECTIONAL ADVISORS manages $108 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, DIRECTIONAL ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.91%
Average Client Assets: $6.3 million
Total Client Accounts: 179
Discretionary Accounts: 179
Regulatory Filings
CRD Number: 311908
Filing ID: 1967020
Last Filing Date: 2025-03-28 11:11:00