Directors Financial Group Ltd is a large advisory firm based in Lake Forest. It manages $150 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Directors Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Directors Financial Group Ltd is $150 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 209% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Directors Financial Group Ltd for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sharon Eileen Vaughn has been acting as President since 1 Jul 1992. William H Eichengreen joined the executive team most recently as the Chief Compliance Officer.
The principal office where Directors Financial Group Ltd performs its advisory services is located at 220 Savanna Ct., Lake Forest, IL 60045, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-295-5033 or by fax 847-295-5034. The normal business hours are 8:30 am - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.dfgltd.com.