Directional Financial Services, a reputable local investment advisory firm headquartered in Seattle, WA, serves a diverse client base of over 40 individuals and manages an impressive $7,281,000 in assets. With four well-established offices across the region, Directional Financial Services has established a strong presence in the Pacific Northwest.
Specializing in managing employer 401K plans and individual portfolios, Directional Financial Services demonstrates a high level of expertise in guiding both employers and employees towards achieving their financial goals. Their team of six experienced investment advisors possesses the ...
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Assets Under Mgmt
$7.28M
Investment Professionals
6
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.