Directional Advisors

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Directional Advisors

WholeHuman Wealth Management offers a range of financial services including financial planning, retirement income management, small business solutions, 401(k) rollovers, investment management, and life insurance. The company is dedicated to helping clients achieve their financial goals while emphasizing a values-driven approach and high ethical standards. Their team consists of award-winning financial advisors with deep industry expertise, committed to guiding clients through various life and economic cycles. WholeHuman Wealth Management primarily serves individuals and small business owners looking to build a life well-lived.Explore more
Directional Advisors's Social MediaPopular SearchesDirectional AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Directional Advisors Org Chart

PhoneEmail
FP
United States flag for contact location.

Founder & Chief Investment Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Directional Advisors

<$5M
1-10
Private
-
-
FP
Franklin ParkerFounder & Chief Investment Officer
$6.5M
1-10
Private
-
1988
<$5M
11-50
Private
-
2019
JD
Jose DelgadoChief Information Officer
<$5M
11-50
Private
-
2021
KW
Kristopher WilliamsDirector, Wealth Preservation
<$5M
1-10
Private
-
-
EM
Elizabeth MercurioDirector, Operations
<$5M
11-50
Private
-
-
CD
Christopher DukeWealth Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Directional Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Directional Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Directional Advisors.

Directional Advisors Tech Stack

A closer look at the technologies used by Directional Advisors

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Frequently Asked Questions Regarding Directional Advisors

What is Directional Advisors's official website?
Directional Advisors's official website is www.directional-advisors.com
What is Directional Advisors's Revenue?
Directional Advisors's revenue is <$5 Million
What is Directional Advisors's SIC code?
Directional Advisors's SIC: 62,628
What is Directional Advisors's NAICS code?
Directional Advisors's NAICS: 52,523
How many employees does Directional Advisors have?
Directional Advisors has 1-10 employees
What industry does Directional Advisors belong to?
Directional Advisors is in the industry of: Finance, Securities Trading
What is Directional Advisors competition?
Directional Advisors top competitors include: Pinnacle Private Advisors, Werksnet, Context Wealth Advisors, Senzu
What technology does Directional Advisors use?
Some of the popular technologies that Directional Advisors uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
What does Directional Advisors do?

WholeHuman Wealth Management offers a range of financial services including financial planning, retirement income management, small business solutions, 401(k) rollovers, investment management, and life insurance. The company is dedicated to helping clients achieve their financial goals while emphasizing a values-driven approach and high ethical sta... ndards. Their team consists of award-winning financial advisors with deep industry expertise, committed to guiding clients through various life and economic cycles. WholeHuman Wealth Management primarily serves individuals and small business owners looking to build a life well-lived.Read More

What are Directional Advisors social media links?
Directional Advisors Linkedin page Directional Advisors Twitter page
Is Directional Advisors a public company?
Directional Advisors is private company therefore does not currently have an official ticker symbol
See more information about Directional Advisors

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