Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

uDirect IRA Services

uDirect IRA Services
ADVISORY SERVICE
2009 FOUNDED
5 EMPLOYEES
Description

uDirect IRA Services is a financing advisory founded in 2009 and is based in Irvine, California. The firm specializes in and provides self-directed IRA accounts.

Year Founded
2009
Service Provider Type
Financing Advisory
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore uDirect IRA Services’s full profile, request a free trial.

uDirect IRA Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is reserved for PitchBook Platform users. To explore uDirect IRA Services‘s full profile, request access.

Request full access to PitchBook

uDirect IRA Services Team (5)

Name Title Deals Office Contact
Info
Kaaren Hall Founder, President and Chief Executive Officer Irvine, CA
Kristi Petsche Funding Coordinator Irvine, CA
David Rodriguez Transaction Coordinator Irvine, CA
Eric Petrus Transaction Coordinator Irvine, CA
Armen Megerdom Manager, Business Development Irvine, CA