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DIRECTIONAL FINANCIAL SERVICES

SEATTLE, WA · CRD 171903 · IAPD ↗ · directionalfs.com · 206-508-3240

$11.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — DIRECTIONAL FINANCIAL SERVICES shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.