


Directed Trust Company Email Formats
Financial Services • Phoenix, Arizona, United States • 51-100 Employees
Directed Trust Company Email Formats
Directed Trust Company uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@directedira.com), used 78% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@directedira.com | 78% |
{first initial}.{last name} | j.doe@directedira.com | 22% |
Key Contacts at Directed Trust Company
Heidi Faulk
Director Investment Transactions
Lindsay Mersino
Executive Director, Client Services
Preston Buckley
Director Of Marketing
Hayden Gibby
Director, Accounting & Finance
Peter Nguyen
Director, Trust Accounting
Jessica Scott
Director Of Operations
Company overview
| Headquarters | 3033 N Central Ave, Ste 400, Phoenix, Arizona 85012, US |
| Phone number | +16028999641 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Solo 401(K) |
| Founded | 2018 |
| Employees | 51-100 |
| Socials |
About Directed Trust Company
Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, private funds, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, starts ups and small business, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen and Mark J. Kohler. Our founders are well-known authorities in the field who have been advising self-directed clients since 2005. Here are some details of our business structure. - Regulated Trust Company by the Arizona Department of Financial Institutions. - We follow strict capital requirements required by licensed financial institutions. - Annual outside audits by third-party CPAs. - Regular examinations by our banking department regulators. - Financial institution insurance and bonding.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Directed Trust Company has 27 employees across 7 departments.
Departments
Number of employees
Funding Data
Directed Trust Company has never raised funding before.
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