D
$136.9M Total AUM
$124.9M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-09-2010
- Office Locations
- 1
Office Locations
171 W Wing ST #206 Arlington Heights IL
About Directional Asset Management, LLC
Directional Asset Management, LLC is a Arlington Heights-based RIA. The firm has been operating for 16 years. Managing $136.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$136.9M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DANIEL SCOTT SHORT
Chief Investment Officer, President
- CRD
- #2804322
- Ownership
- 75% or more
Available
Available
Available
R
Roberto NMN Moreiro
Chief Compliance Officer, Partner
- CRD
- #7193031
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,943,000 | $1,436,126 |
| Non-Discretionary | $11,989,000 | $1,498,625 |
| Total | $136,932,000 | $1,441,389 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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