Investment adviser · CRD 173939
DIRECT 401K
Investment adviser filing (IA)
DIRECT 401K, LLC
MIRAMAR BEACH, FL, United States · Form ADV filed Mar 15, 2016
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 15, 2016. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets
Principal office
495 GRAND BLVD, STE 206MIRAMAR BEACH, FL, 32550, United States
CRD 173939
Filing source
Form ADV 979031 · Mar 15, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.