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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2014
- Office Locations
- 2
Office Locations
About Directional Financial Services
Directional Financial Services is a Seattle- and Portland-based RIA serving retail investors, including entrepreneurs, with financial planning and discretionary portfolio management. Portfolios emphasize a globally diversified, rules-based equity approach using Dimensional (DFA) funds and tax-minimization for taxable accounts. Client portal supports automated deposits/withdrawals; trading costs are included in the advisory fee. Custody at Schwab.
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Owner & Executives
JUSTIN WYATT BULLER
Chief Compliance Officer, Principal
- CRD
- #2075899
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Kevin Byrd
--
- CRD
- #7491228
ERIK JAMES LEHR
Advisor, Chief Investment Officer
- CRD
- #6087553
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,450,102 | $336,768 |
| Non-Discretionary | $0 | -- |
| Total | $11,450,102 | $336,768 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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