DIRECTIONAL FINANCIAL SERVICES, LLC
Legal name: DIRECTIONAL FINANCIAL SERVICES
CRD #171903 SEC #801-79954 SEATTLE, WA 206-508-3240
SEC Registered
Total AUM
$9M
Discretionary
$9M
Employees
4
Clients
0
Accounts
90
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $9M | $9M | $0 | 4 | 0 |
| Mar 2024 | $9.3M | $9.3M | $0 | 6 | 0 |
| Mar 2023 | $7.3M | $7.3M | $0 | 7 | 0 |
| Mar 2022 | $8.2M | $8.2M | $0 | 8 | 0 |
| Mar 2021 | $9M | $9M | $0 | 9 | 0 |
| Feb 2021 | $8.9M | $8.9M | $0 | 9 | 1 |
| Jun 2020 | $8.9M | $8.9M | $0 | 9 | 1 |
| Mar 2020 | $8.9M | $8.9M | $0 | 9 | 1 |
| Mar 2020 | $8.9M | $8.9M | $0 | 9 | 1 |
| Mar 2019 | $8.1M | $8.1M | $0 | 8 | 0 |
| Mar 2018 | $7.2M | $7.2M | $0 | 7 | 0 |
| Mar 2017 | $6.8M | $6.8M | $0 | 22 | 26 |
| Jan 2017 | $6.1M | $6.1M | $0 | 20 | 26 |
| Sep 2016 | $7.6M | $7.6M | $0 | 20 | 26 |
| Mar 2016 | $7.6M | $7.6M | $0 | 19 | 26 |
| Jan 2016 | $7.3M | $7.3M | $0 | 20 | 26 |
| Nov 2015 | $5M | $5M | $0 | 20 | 11 |
| Mar 2015 | $1.4M | $1.4M | $0 | 1 | 11 |
| Feb 2015 | $0 | $0 | $0 | 2 | 0 |
| Jan 2015 | $0 | $0 | $0 | 2 | 0 |
| Oct 2014 | $0 | $0 | $0 | 2 | 0 |
| Jun 2014 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$7.3M
Discretionary$7.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$8.2M
Discretionary$8.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$8.9M
Discretionary$8.9M
Non-Disc.$0
Employees9
Clients1
DateJun 2020
Total AUM$8.9M
Discretionary$8.9M
Non-Disc.$0
Employees9
Clients1
DateMar 2020
Total AUM$8.9M
Discretionary$8.9M
Non-Disc.$0
Employees9
Clients1
DateMar 2020
Total AUM$8.9M
Discretionary$8.9M
Non-Disc.$0
Employees9
Clients1
DateMar 2019
Total AUM$8.1M
Discretionary$8.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$7.2M
Discretionary$7.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$6.8M
Discretionary$6.8M
Non-Disc.$0
Employees22
Clients26
DateJan 2017
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees20
Clients26
DateSep 2016
Total AUM$7.6M
Discretionary$7.6M
Non-Disc.$0
Employees20
Clients26
DateMar 2016
Total AUM$7.6M
Discretionary$7.6M
Non-Disc.$0
Employees19
Clients26
DateJan 2016
Total AUM$7.3M
Discretionary$7.3M
Non-Disc.$0
Employees20
Clients26
DateNov 2015
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees20
Clients11
DateMar 2015
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees1
Clients11
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0