uDirect IRA Services Overview

  • Service
  • Other Service Provider Type
  • Founded
  • 2009
  • Employees
  • 5

uDirect IRA Services General Information


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

Contact Information

Year Founded
Service Provider Type
Other Service Provider Type
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uDirect IRA Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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uDirect IRA Services Team (5)

Name Title Deals Office Contact
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
To view uDirect IRA Services’s complete team members history, request access »