| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Lee Cherba Control | Chief Compliance Officer | Under 5% | 2005 |
| Stanton William Spackeen Control | Sole Member | Over 75% | 2024 |
Financial Directions LLC reports $672.5 million in regulatory assets under management on its Form ADV.
Financial Directions LLC reports 3 employees.
Financial Directions LLC is based in Tucson, AZ and has been SEC-registered since 1999.
Financial Directions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1228 East Prince Road, Tucson, AZ 85719 |
| Phone | 520-408-7777 |
| Fax | 520-408-7770 |
| Office hours | 8:00 - 4:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $672.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $672.5M |