DIRECT ADVISORS, LLC
Total AUM
$617.7M
Employees
6Clients
60Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
14 PLAZA DRIVE
SUITE 102
LATHAM
NY 12110
United States
SUITE 102
LATHAM
NY 12110
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
518-362-2119
Financials
Total AUM
$617.7M
Accounts
60Discretionary
$617.7M
Accounts
60Non-Discretionary
$0
Accounts
0
Clients
Pension/Profit Sharing Plan Clients
60AUM
$617.7M
Services
Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
BASE FEE OR MINIMUM FEE
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.