Direct Financial Care
Direct Financial Care is an SEC-registered ria with $232.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Direct Financial Care: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310559, SEC 801-129707, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $232.6M (2026-03-19)
- Firm type
- Ria
- Employees
- 2
- Clients
- 97
- CRD
- 310559
- Ownership
- DROESSLER, JAMIE, JOHN
How much AUM does Direct Financial Care have?
Direct Financial Care reported $232.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Direct Financial Care?
Disclosed owners and executives of Direct Financial Care include DROESSLER, JAMIE, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.