Directors Financial Group Ltd (Lake Forest)

Name: Directors Financial Group Ltd
Address: 220 Savanna Ct., Lake Forest, IL, 60045
Telephone: 847-295-5033

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.

Directors Financial Group: assets under management

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 firm manages $150 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $738.92 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Directors Financial Group Ltd

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sharon Eileen Vaughn	President/owner	1 Jul 1992	75% - 100%	4379956
William H Eichengreen	Chief compliance officer	1 Feb 2002	Other	812263
William H Eichengreen	Chief compliance officer	1 Feb 2004	Other	812263

Based in Lake Forest

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.