# Directional Financial Services

Directional Financial Services is a Bank / Wealth / Trust based in Seattle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** directionalfs.com
- **LinkedIn:** https://linkedin.com/company/directional-financial-services-llc

## Regulatory record

- **CRD number:** 171903
- **SEC file number:** 801-79954
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171903

## About

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.

## 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.

## Related profiles

- [Directional Advisors](https://altss.com/profile/directional-advisors)
- [Direct Line Group](https://altss.com/profile/direct-line-group)

---

Last updated: 2026-07-10T22:36:01.000Z

Canonical page: https://altss.com/profile/directional-financial-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology