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DIRECTIONAL FINANCIAL SERVICES

DIRECTIONAL FINANCIAL SERVICES, LLC

CRD 171903 · SEC 801-79954

Visit website

1420 5TH AVE, SUITE 3150, SEATTLE, WA, 98101, United States

Phone

206-508-3240

Fax

866-496-9877

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$11.5M

Discretionary AUM

$11.5M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals34$11.5M

States served

OR, WA

All web addresses on file

Official SEC filing: View on IAPD