President/chief Investment Officer · Directional Asset Management, LLC
Daniel S. Short
CRD 2804322 · Named on Form ADV at one SEC-registered adviser
At a glance
Directional Asset Management, LLC, an SEC-registered wealth manager based in Arlington Heights, IL with $137 million in regulatory assets, lists Daniel S. Short on its Form ADV as President/chief Investment Officer, a control person.
Firms and roles
- Directional Asset Management, LLCPresident/chief Investment OfficerWealth manager · Arlington Heights, IL · $137M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Roberto N. MoreiroChief Compliance Officer, Directional Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.