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Building 2FINANCIAL DIRECTIONS LLP

Map pinCROFTON, MD
Phone410-451-0223
NotebookSEC #801-46292
Total AUM
$20.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2126 ESPEY COURT
SUITE A
CROFTON
MD 21114-2425
United States
Operating Hours
9:30 A.M.-4:00 P.M.
Monday - Friday
Phone
410-451-0223

ReceiptFinancials

Total AUM
$20.5M
Accounts
182
Discretionary
$20.5M
Accounts
182
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDVA

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

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