T
$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2017
- Office Locations
- 1
Office Locations
2409 25th AVE, Suite 100 SAN Francisco CA
About Tdirection Asset Management
Tdirection Asset Management is a SAN Francisco-based RIA. The firm has been operating for 9 years. Managing $20.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$20.0M AVG AUM / ADVISOR
$869.6K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
T
TERRY XING-ZHAO WU
PARTNER
- CRD
- #5049038
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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