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Financial Directions LLC
FINANCIAL DIRECTIONS LLC is an SEC-registered investment adviser in Tucson, AZ, registered since 1999. The firm manages approximately $738 million in...
Overview
FINANCIAL DIRECTIONS LLC is an SEC-registered investment adviser in Tucson, AZ, registered since 1999. The firm manages approximately $738 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Tucson
Corporate office
New York, NY, United States
Principals
Steven F. Goldstone
Principal
Richard J. Strong
Principal
David W. Brenner
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Financial Directions LLC?
Investment decisions are made collectively by principals Steven F. Goldstone, Richard J. Strong, and David W. Brenner. All three have corporate backgrounds; Goldstone is former chairman and CEO of RJR Nabisco. The firm does not disclose a separate CIO or investment committee.
How does Financial Directions LLC source proprietary deal flow?
The firm relies on the networks and reputations of its three principals, particularly Steven F. Goldstone, who maintains relationships from his corporate career. It does not operate a public fundraising or deal-sourcing platform. Deals often come through direct introductions from intermediaries or co-investors.
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