FINANCIAL DIRECTIONS LLC
CRD #108475 SEC #801-56919 TUCSON, AZ 520-408-7777
SEC Registered
Total AUM
$672.5M
Discretionary
$672.5M
Employees
3
Clients
0
Accounts
3,200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $672.5M | $672.5M | $0 | 3 | 0 |
| Mar 2024 | $560.6M | $560.6M | $0 | 3 | 0 |
| Mar 2023 | $556.6M | $556.6M | $0 | 4 | 0 |
| Mar 2022 | $535.5M | $535.5M | $0 | 6 | 0 |
| Mar 2021 | $469.6M | $469.6M | $0 | 7 | 0 |
| Jun 2020 | $411.6M | $411.6M | $0 | 7 | 0 |
| Mar 2020 | $411.6M | $411.6M | $0 | 7 | 0 |
| Mar 2019 | $393.4M | $393.4M | $0 | 7 | 0 |
| Mar 2018 | $356.3M | $356.3M | $0 | 7 | 0 |
| Mar 2017 | $324.2M | $324.2M | $0 | 7 | 1,700 |
| Mar 2016 | $272.3M | $272.3M | $0 | 7 | 1,700 |
| Mar 2015 | $260M | $260M | $0 | 7 | 900 |
| Mar 2014 | $249.5M | $249.5M | $0 | 6 | 900 |
| Mar 2013 | $216.4M | $216.4M | $0 | 6 | 800 |
| Apr 2012 | $157.8M | $157.8M | $0 | 6 | 800 |
| Mar 2012 | $157.8M | $157.8M | $0 | 6 | 800 |
| Mar 2011 | $137.4M | $137.4M | $0 | 10 | -- |
| Apr 2010 | $117.9M | $117.9M | $0 | 10 | -- |
| Mar 2009 | $91.5M | $91.5M | $0 | 10 | -- |
| Nov 2007 | $94M | $94M | $0 | 5 | -- |
| May 2007 | $94M | $94M | $0 | 5 | -- |
| May 2007 | $94M | $94M | $0 | 5 | -- |
| Mar 2006 | $94M | $94M | $0 | 5 | -- |
| Feb 2005 | $78.6M | $7.9M | $70.7M | 5 | -- |
| Apr 2004 | $48.6M | $43.7M | $4.9M | 5 | -- |
DateMar 2025
Total AUM$672.5M
Discretionary$672.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$560.6M
Discretionary$560.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$556.6M
Discretionary$556.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$535.5M
Discretionary$535.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$469.6M
Discretionary$469.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$411.6M
Discretionary$411.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$411.6M
Discretionary$411.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$393.4M
Discretionary$393.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$356.3M
Discretionary$356.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$324.2M
Discretionary$324.2M
Non-Disc.$0
Employees7
Clients1,700
DateMar 2016
Total AUM$272.3M
Discretionary$272.3M
Non-Disc.$0
Employees7
Clients1,700
DateMar 2015
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees7
Clients900
DateMar 2014
Total AUM$249.5M
Discretionary$249.5M
Non-Disc.$0
Employees6
Clients900
DateMar 2013
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees6
Clients800
DateApr 2012
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees6
Clients800
DateMar 2012
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees6
Clients800
DateMar 2011
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$91.5M
Discretionary$91.5M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$78.6M
Discretionary$7.9M
Non-Disc.$70.7M
Employees5
Clients--
DateApr 2004
Total AUM$48.6M
Discretionary$43.7M
Non-Disc.$4.9M
Employees5
Clients--