Directional Asset Management, LLC

Directional Asset Management, LLC (CRD# 152859) is a financial advisory firm headquartered in , . They manage $94,592,000 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $1,411,821
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Directional Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel S. Short
CRD#: 2804322
Wilmette, IL
83
Wealthminder
score

Daniel Short (CRD# 2804322) is an Investment Advisor Representative working at Directional Asset Management, LLC in Wilmette, IL and has over 21 years of experience in the finance industry.

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