DIRECTED SERVICES LLC

SCOTTSDALE, Arizona·5 registered advisors·CRD# 21675
SEC# 801-32675480-477-3000
01

Firm Overview

AUM
$38.4B
Regulatory assets under management
Employees
160
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at DIRECTED SERVICES LLC

5 registered advisors
Chad Joseph Tope
SCOTTSDALE, Arizona
David Scott Pendergrass
SCOTTSDALE, Arizona
Leah Marie Hoppe
SCOTTSDALE, Arizona
Patrick Jude Kennedy
WEST CHESTER, Pennsylvania
Zachary James Dunkin
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
4 advisors
WEST CHESTER, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. DIRECTED SERVICES LLC (CRD# 21675) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.