Directional Asset Management, LLC

Overview

Directional Asset Management, LLC is an SEC registered investment adviser based in Arlington Heights, IL, registered since 2010. It reports $137M in assets under management across 95 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$137M

Discretionary

91%

Accounts

95

Average account

$1.4M

Employees

1

Advisory reps

1

Registered since

2010

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Daniel Scott Short President, Chief Investment Officer CRD 2804322
• Roberto Moreiro Chief Compliance Officer CRD 7193031

Advisory reps 1 of 1

• Daniel Scott Short Investment Adviser Rep CRD 2804322

Location

Headquarters

171 W Wing St Ste 206
Arlington Heights, IL 60005

County

Cook

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: seekingalpha.com/user/571743/comments

Every state, with registration dates

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