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Directional Financial Services
Directional Financial Services was established in 2014 as a Seattle-based registered investment advisor. The firm provides financial planning, asset...
Overview
Directional Financial Services was established in 2014 as a Seattle-based registered investment advisor. The firm provides financial planning, asset management, and portfolio management services. It focuses on advisory work for individuals and high-net-worth clients across North America. No recent operational events from the last 24 months appear in available records.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Frequently asked questions
Who runs investment decisions at Directional Financial Services?
No named principals or CIO appear in public records.
Does Directional Financial Services participate in fund commitments or only direct deals?
Public information does not disclose fund commitments or direct deal activity.
What investment stages does Directional Financial Services typically target?
No stage focus or strategy details are disclosed in available sources.
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