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Building 2FINANCIAL DIRECTIONS LLC

Map pinTUCSON, AZ
Phone520-408-7777
NotebookSEC #801-56919
Total AUM
$737.8M
Employees
3
Clients
2,488

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1228 EAST PRINCE ROAD
TUCSON
AZ 85719
United States
Operating Hours
8:00 - 4:00
Monday - Friday
Phone
520-408-7777

ReceiptFinancials

Total AUM
$737.8M
Accounts
2,488
Discretionary
$737.8M
Accounts
2,488
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,332
AUM
$285.1M
HNW Individual Clients
156
AUM
$452.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONCNMTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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