The Directed Account Plan

Finance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

12400 Olive Blvd Ste 329, St. Louis, Mis...

Phone Number

(314) 739-7373

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Directed Account Plan

Directed Account Plan offers a lifelong retirement plan with various tiers of investment options, including Target Retirement Funds, Index Funds, and Actively Managed Funds. Their services cater to individuals looking to track investments, access resources for retirement planning, and receive advisory services. Clients include former TWA Pilots, their beneficiaries, and employees of CommunityAmerica Credit Union/TruHome Solution.Explore more
The Directed Account Plan's Social MediaPopular SearchesThe Directed Account PlanDirected Account PlanDirected AccountantDirected Acct PlanSIC Code 67,672NAICS Code 52,525Show more

The Directed Account Plan Org Chart

PhoneEmail
KK
United States flag for contact location.

Assistant Director and Analyst

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Directed Account Plan

$6.2M
11-50
Private
-
1993
KK
Kathy KowalikAssistant Director and Analyst
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
$12.5M
11-50
Private
-
2013
<$5M
11-50
Private
-
2019
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
<$5M
1975
KM
Kristina MarstonJunior Controller
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Directed Account Plan is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Directed Account Plan is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Directed Account Plan.

The Directed Account Plan Tech Stack

A closer look at the technologies used by The Directed Account Plan

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Frequently Asked Questions Regarding The Directed Account Plan

What is The Directed Account Plan's official website?
The Directed Account Plan's official website is www.dapretirement.com
What is The Directed Account Plan's Revenue?
The Directed Account Plan's revenue is $6.2 Million
What is The Directed Account Plan's SIC code?
The Directed Account Plan's SIC: 67,672
What is The Directed Account Plan's NAICS code?
The Directed Account Plan's NAICS: 52,525
How many employees does The Directed Account Plan have?
The Directed Account Plan has 11-50 employees
What industry does The Directed Account Plan belong to?
The Directed Account Plan is in the industry of: Finance, Securities Trading
What is The Directed Account Plan competition?
The Directed Account Plan top competitors include: Evanson Asset Management, Alpha & Omega, Mutual Funds, Delaware Funds by Macquarie
What technology does The Directed Account Plan use?
Some of the popular technologies that The Directed Account Plan uses are: WordPress.org, PHP, Proofpoint, GoDaddy DNS
How do I contact The Directed Account Plan?
The Directed Account Plan contact info: Phone number: (314) 739-7373 Website: www.dapretirement.com
What does The Directed Account Plan do?

Directed Account Plan offers a lifelong retirement plan with various tiers of investment options, including Target Retirement Funds, Index Funds, and Actively Managed Funds. Their services cater to individuals looking to track investments, access resources for retirement planning, and receive advisory services. Clients include former TWA Pilots, th... eir beneficiaries, and employees of CommunityAmerica Credit Union/TruHome Solution.Read More

What are The Directed Account Plan social media links?
The Directed Account Plan Linkedin page
Is The Directed Account Plan a public company?
The Directed Account Plan is private company therefore does not currently have an official ticker symbol
See more information about The Directed Account Plan

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