Advisor at Directional Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Directional Asset Management, LLC
Location
Arlington Heights, IL 60005
Credentials
Series 63, Series 65
Industry experience
28 years
Daniel Short is the sole advisor at Directional Asset Management, LLC in Arlington Heights, IL, holding Series 63 and Series 65 designations with 28 years of industry experience. He has worked at JVM Securities LLC and JVM Realty Corp prior to his current role since 2010. Outside of his advisory work, he manages commercial real estate property leased to his firm. Directional Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations. The firm employs a combination of charting, fundamental, technical, and cyclical analysis and utilizes strategies including leverage, derivatives, and options within separately managed accounts.
Based on Directional Asset Management, LLC
Based on Directional Asset Management, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.65% annually
$175 per hour for financial planning (fees negotiable)
Account minimum: $100,000 (waivable) Fee-only: $175 per hour for financial planning (fees negotiable)
171 W Wing St, #206
Arlington Heights, IL 60005
Illinois · Texas
JVM Realty Corp
2021 - 2025 (4 years)
JVM Securities LLC
2018 - 2021 (3 years)
Directional Asset Management LLC (152859)
2010 - Present (16 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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