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Building 2DIRECTIONAL FINANCIAL SERVICES

Map pinSEATTLE, WA
Phone206-508-3240
NotebookSEC #801-79954
Total AUM
$11.5M
Employees
4
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1420 5TH AVE
SUITE 3150
SEATTLE
WA 98101
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
206-508-3240

ReceiptFinancials

Total AUM
$11.5M
Accounts
34
Discretionary
$11.5M
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
34
AUM
$11.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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