Financial Directions LLC

$737.8MAssets under management
as of Mar 2026 · SEC Form ADV
Tucson, AZ
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No one at Financial Directions LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $535M held · filed Mar 2024
Captial Bank and Trust
Per Form ADV · $26M held · filed Mar 2024