DIRECT INVESTMENT ADVISOR LLC
Firm details
- Headquarters
- MILTON, Georgia
- CRD number
- 338873
- Registered since
- October 28, 2025
Firm profile
FINTRXOverview
Direct Investment Advisor LLC is a limited liability company that operates within the financial advisory sector. The firm is primarily involved in managing pooled investment vehicles, serving as a sponsor, general partner, and managing member. While it does not focus on ESG investing, it engages in various advisory activities. The firm has not been classified under a specific category, indicating a diverse approach to its investment strategies and client services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1TUFF YEN
Founder and CEOCRD 2524841
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILTON, GA
FULTON
Location
MILTON, GA
Headquartered in MILTON, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1076 Bream Dr
- Time zone
- ET (UTC-5)
- Office locations
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