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FINANCIAL DIRECTIONS LLC
CRD 108475 · SEC 801-56919
1228 EAST PRINCE ROAD, TUCSON, AZ, 85719, United States
Phone
520-408-7777
Fax
520-408-7770
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$737.8M
Discretionary AUM
$737.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2332 | $285.1M |
| High net worth individuals | 156 | $452.8M |
States served
AZ, CA, CO, NM, NC, TX
All web addresses on file
Official SEC filing: View on IAPD