Directed Trust Company logo

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
57

Minus sign iconPlus sign icon
  • United States Of America
    57

Directed Trust Company's Leadership

  • Stylized image of a person
    K. M.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    J. S.
    Director Of New Accounts And Client Services
    Phone icon
  • Stylized image of a person
    C. M.
    Customer Service Representative
    Phone icon
  • Stylized image of a person
    M. P.
    Credit Analyst
    Phone icon

Directed Trust Company Employee Metrics

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

Contact profiles from Directed Trust Company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. M.
    Chief Financial Officer
    Phone icon
    Jun 28, 2026
  • Stylized image of a person
    J. S.
    Director Of New Accounts And Client Services
    Phone icon
    Jul 31, 2026
  • Stylized image of a person
    C. M.
    Customer Service Representative
    Phone icon
    Jun 25, 2026
  • Stylized image of a person
    M. P.
    Credit Analyst
    Phone icon
    May 28, 2026

Frequently Asked Questions

What is Directed Trust Company known for?

Minus sign iconPlus sign icon
Directed Trust Company was founded in 2018 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 icon
Directed Trust Company employees' email format typically follows the pattern of . 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 icon
Directed Trust Company has approximately 55 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of July 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.