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Directed Trust Company Employee Directory

Financial ServicesArizona, United States51-200 Employees

Directed Trust Company, operating under the Directed IRA brand, is a financial services firm headquartered in Phoenix, Arizona (3033 North Central Avenue, Suite 400, 85012). The company provides self-directed IRA accounts to investors across the United States, enabling retirement funds to be invested in non-publicly traded assets such as real estate, private funds, LLCs/LPs, IRA/LLCs with checkbook control, precious metals, notes, startups and small businesses, and Bitcoin or other cryptocurrency. It functions as a regulated trust company overseen by the Arizona Department of Financial Institutions, maintaining capital requirements, annual third-party audits, and regular examinations by banking regulators, with financial institution insurance and bonding in place. The business was founded by tax attorneys Mat Sorensen and Mark J. Kohler, who are identified as authorities in the field of self-directed retirement planning. The firm employs between 51 and 200 people and maintains a website at directedira.com.

Find Directed Trust Company employees' phone numbers or email addresses

Directed Trust Company Global Highlights

Location
Employees

North America
56

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  • United States Of America
    56

Directed Trust Company's Leadership

  • Chief Financial Officer at Directed Trust Company
    K. M.
    Chief Financial Officer
    Mobile Phone
  • Director Of New Accounts And Client Services at Directed Trust Company
    J. S.
    Director Of New Accounts And Client Services
    Mobile Phone
  • Customer Service Representative at Directed Trust Company
    C. M.
    Customer Service Representative
    Mobile Phone
  • Credit Analyst at Directed Trust Company
    M. P.
    Credit Analyst
    Mobile Phone

Directed Trust Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Accounting
  • Education
  • Entrepreneurship
  • Other
  • Business
  • Branding

Contact profiles from Directed Trust Company

Name
Title
Contact
Location
Last Update
  • Chief Financial Officer at Directed Trust Company
    K. M.
    Chief Financial Officer
    Mobile Phone
    Jun 28, 2026
  • Director Of New Accounts And Client Services at Directed Trust Company
    J. S.
    Director Of New Accounts And Client Services
    Mobile Phone
    Jul 31, 2026
  • Customer Service Representative at Directed Trust Company
    C. M.
    Customer Service Representative
    Mobile Phone
    Jun 25, 2026
  • Credit Analyst at Directed Trust Company
    M. P.
    Credit Analyst
    Mobile Phone
    Sep 18, 2026

Frequently Asked Questions

What is Directed Trust Company known for?

Minus sign iconPlus sign iconDirected Trust Company was founded in 2018 and operates in the Financial Services industry. Explore Directed Trust Company's company overview page for more information.

What is Directed Trust Company's most common email format?

Minus sign iconPlus sign iconDirected Trust Company employees' email format typically follows the pattern of First.Last@directedira.com. Trying to find reliable and up-to-date employee contact data? Find more Directed Trust Company email formats with LeadIQ.

How many employees does Directed Trust Company have currently?

Minus sign iconPlus sign iconDirected Trust Company has approximately 53 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Directed Trust Company's key employees and leadership?

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As of August 2026, Directed Trust Company's key employees include:

  • Chief Financial Officer: K. M.
  • Director Of New Accounts And Client Services: J. S.
  • Customer Service Representative: C. M.
  • Credit Analyst: M. P.

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