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James Alexander

DIRECT LENDING INVESTMENTS, LLC·LA CANADA, California
Unclaimed Profile
1150 FOOTHILL BOULEVARD, LA CANADA, CA 91011CRD# 2538716Firm CRD# 282476
01

About

James Alexander is a registered financial advisor based in LA CANADA, California, affiliated with DIRECT LENDING INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DIRECT LENDING INVESTMENTS, LLC
DIRECT LENDING INVESTMENTS, LLC
AUM
$866M
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at DIRECT LENDING INVESTMENTS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2538716
Firm CRD# 282476
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Alexander offer?
James Alexander specializes in Retirement Planning. Contact their office in LA CANADA, California for a consultation.
What are James Alexander's credentials?
James Alexander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Alexander located?
James Alexander is based in LA CANADA, California, working with DIRECT LENDING INVESTMENTS, LLC. Their office serves clients in the LA CANADA metropolitan area and surrounding communities.
How does James Alexander charge for services?
James Alexander's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIRECT LENDING INVESTMENTS, LLC?
DIRECT LENDING INVESTMENTS, LLC has approximately 27 employees and manages $866M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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