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Building 2DIRECTIONAL ASSET MANAGEMENT, LLC

Map pinARLINGTON HEIGHTS, IL
Phone847-749-2312
NotebookSEC #801-131363
Total AUM
$136.9M
Employees
1
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
171 W WING ST
#206
ARLINGTON HEIGHTS
IL 60005
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
847-749-2312

ReceiptFinancials

Total AUM
$136.9M
Accounts
95
Discretionary
$124.9M
Accounts
87
Non-Discretionary
$12M
Accounts
8

ContactClients

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Individual Clients
8
AUM
$1.7M
HNW Individual Clients
36
AUM
$135.2M
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$50K

Briefcase businessServices

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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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLILTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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