DIRECTIONAL ASSET MANAGEMENT, LLC
Total AUM
$136.9M
Employees
1Clients
48Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
171 W WING ST
#206
ARLINGTON HEIGHTS
IL 60005
United States
#206
ARLINGTON HEIGHTS
IL 60005
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
847-749-2312
Financials
Total AUM
$136.9M
Accounts
95Discretionary
$124.9M
Accounts
87Non-Discretionary
$12M
Accounts
8
Clients
Individual Clients
8AUM
$1.7M
HNW Individual Clients
36AUM
$135.2M
Charitable Organization Clients
1AUM
$0
Corporation or Business Clients
3AUM
$50K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISOR FEES
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLILTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.