DIRECTIONAL FINANCIAL SERVICES, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 171903). Regulatory assets under management: $11.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| KELLY PATRICK | CHIEF INVESTMENT OFFICER | MONTREAL, A8 |
| Kenneth Robert Smith | MEMBER | — |
| Justin Wyatt Buller | CHIEF COMPLIANCE OFFICER | — |
| SMITH JEFFREY ROBERT | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| JONES KREG ALLEN | CHIEF COMPLIANCE OFFICER | — |
| BULLER JUSTIN WYATT | CHIEF COMPLIANCE OFFICER | — |
| HOLDERMAN JAIME CHELAN CHRISTINA | CHIEF COMPLIANCE OFFICER | — |
| BROGA ETHAN ANDREW | MEMBER | — |
| ENQUIST LORNE DAVID | CHIEF FINANCIAL OFFICER AND MEMBER | — |
| WHITE JAIME CHELAN CHRISTINA | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| SIPPLE JULIA BALITSKY | CHIEF COMPLIANCE OFFICER | — |
| CONTRERAS SHANNON MARIE | CHIEF COMPLIANCE OFFICER | — |
| PARK HWA CHONG | CHIEF OPERATING OFFICER | — |
| FARNSWORTH LINDSAY MARIE | CHIEF COMPLIANCE OFFICER | — |