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DIRECTION FINANCIAL MANAGEMENT, LLC
CRD 165985
W177 N9856 RIVERCREST DRIVE, SUITE 214, GERMANTOWN, WI, 53022, United States
Phone
414-333-3396
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 32 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $0 |
| High net worth individuals | 25 | $0 |
All web addresses on file
Official SEC filing: View on IAPD