RIA Intel›Advisers›Arizona›DIRECTED SERVICES LLC

DIRECTED SERVICES LLC

Advisory

N·SCOTTSDALE, AZ

Data as of Mar 30, 2017 · Source: SEC Form ADV

Total AUM

$38.4B

1-Year AUM Growth

+4.8%

3-Year CAGR

-6.5%

Employees

160

Assets Under Management

Total AUM$38.4B

Discretionary AUM$38.4B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees160

Investment Advisers160

Employee Growth (1Y)—

Filing History

Total Filings on Record50

First FilingJan 29, 2001

Latest FilingMar 30, 2017

🔒 Full AUM trend chart and 50 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DIRECTED SERVICES LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.