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DIRECTIONAL ASSET MANAGEMENT, LLC
CRD 152859 · SEC 801-131363
171 W WING ST, #206, ARLINGTON HEIGHTS, IL, 60005, United States
Phone
847-749-2312
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.9M
Discretionary AUM
$124.9M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.7M |
| High net worth individuals | 36 | $135.2M |
| Charitable organizations | 1 | $0 |
| Corporations/business entities | 3 | $50K |
States served
IL, TX, FL
All web addresses on file
Official SEC filing: View on IAPD