DIRECT ADVISORS, LLC

DIRECT ADVISORS, LLC of LATHAM, NY is an SEC-registered investment adviser (CRD 141515). Regulatory assets under management: $617.7M.

Registration

• CRD: 141515
• SEC file number: 801-67248
• Type: Registered investment adviser
• Location: 14 PLAZA DRIVE, SUITE 102, LATHAM, NY, 12110
• Phone: 518-362-2119
• Latest filing: 2022-05-09
• Regulatory AUM: $617.7M
• Discretionary AUM: $617.7M
• Clients: 6
• Accounts: 60

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 141515 on SEC IAPD (source of record)
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