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uDirect IRA Services Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

uDirect IRA Services provides self-directed individual retirement accounts, enabling investors to choose from a broad range of investment options beyond traditional stocks, bonds, and mutual funds. The company acts as an independent administrator, executing the investment transactions dictated by the account holder and handling the administrative aspects of the plan. This flexibility is designed to offer greater control and diversification within retirement accounts. 

Based in Irvine, California, the firm serves individual investors seeking more control over their retirement portfolios. It positions itself in the financial services sector by supporting self-directed IRAs rather than managing investments directly. In January 2026, uDirect IRA Services announced a partnership with BiggerPockets to publish a practical guide on self-directed IRA investing.

Find uDirect IRA Services employees' phone numbers or email addresses

uDirect IRA Services Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Asia
1

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  • Kazakhstan
    1

uDirect IRA Services's Leadership

  • Stylized image of a person
    C. K. H. S. I. E.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    D. R.
    Transaction Manager
    Phone icon
  • Stylized image of a person
    M. C.
    Operations Manager
    Phone icon
  • Stylized image of a person
    L. D.
    Digital Consultant
    Phone icon

uDirect IRA Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Consultant

Contact profiles from uDirect IRA Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. K. H. S. I. E.
    Chief Executive Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. R.
    Transaction Manager
    Phone icon
    United StatesArizona
    Oct 21, 2025
  • Stylized image of a person
    M. C.
    Operations Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    L. D.
    Digital Consultant
    Phone icon
    United States
    Apr 16, 2026

Frequently Asked Questions

What is uDirect IRA Services known for?

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uDirect IRA Services was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 8 Corporate Park Suite 210 Irvine, California 92606 United States; you can contact the main corporate office by phone at . Explore uDirect IRA Services's company overview page for more information.

What is uDirect IRA Services's most common email format?

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uDirect IRA Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more uDirect IRA Services email formats with LeadIQ.

How many employees does uDirect IRA Services have currently?

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uDirect IRA Services has approximately 10 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are uDirect IRA Services's key employees and leadership?

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As of May 2026, uDirect IRA Services's key employees include:

  • Chief Executive Officer: C. K. H. S. I. E.
  • Transaction Manager: D. R.
  • Operations Manager: M. C.
  • Digital Consultant: L. D.

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