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uDirect IRA Services
What Does uDirect IRA Services Do?
uDirect IRA Services, LLC specializes in self-directed individual retirement accounts (IRAs), allowing investors to use their retirement funds for alternative investments beyond traditional stocks, bonds, and mutual funds. They provide custodial and administrative services for various account types, including Traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs, facilitating investments in real estate, precious metals, private placements, notes, and more. Their focus is on educating clients and providing the necessary support to navigate the complexities of self-directed investing, empowering them to take control of their financial future.
Where Is uDirect IRA Services's Headquarters?
HQ Function
The Irvine headquarters serves as the central hub for operations, client services, account administration, compliance, and business development for its self-directed IRA offerings.
Notable Features:
Located within a modern high-rise office building in the Irvine Spectrum Center, known for its business amenities and strategic location. Specific internal architectural details of their suite are not publicly highlighted.
Work Culture:
The work culture likely emphasizes expertise in IRS regulations for retirement accounts, strong client support, meticulous transaction processing, and a professional environment dedicated to financial services.
HQ Significance:
The Irvine headquarters provides strategic access to a vibrant economic region with a high concentration of investors and financial professionals, supporting the company's growth and client outreach.
Values Reflected in HQ: The choice of a professional office environment in a prominent business district likely reflects values of stability, credibility, client trust, and commitment to providing expert financial services.
Location:
uDirect IRA Services primarily operates within the United States, offering its self-directed IRA custodial and administrative services to clients nationwide. While their clients may reside internationally, the company's operational framework, regulatory adherence, and investment focus are U.S.-centric.
Street Address:
100 Spectrum Center Drive, Suite 900
City:
Irvine
State/Province:
CA
Country:
USA
Where Else Does uDirect IRA Services Operate Around the World?
Orange, CA, USA
Address: 1927 N. Tustin St, Orange, CA 92865
To offer convenient, localized access to uDirect IRA Services' expertise and support for individuals and professionals interested in alternative retirement investing in and around Orange.
Carlsbad, CA, USA
Address: 5741 Palmer Way, Suite A, Carlsbad, CA 92010
To expand uDirect IRA Services' footprint and provide accessible support to the growing number of investors in the Carlsbad and greater San Diego region seeking self-directed IRA solutions.
Buying Intent Signals for uDirect IRA Services
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading uDirect IRA Services? Meet the Executive Team
As of April 2025, uDirect IRA Services' leadership includes:
Who's Investing in uDirect IRA Services?
uDirect IRA Services has been backed by several prominent investors over the years, including:
What Leadership Changes Has uDirect IRA Services Seen Recently?
Based on publicly available information, there have been no major executive hires or departures announced at uDirect IRA Services in the last 12 months, suggesting stability in its senior leadership team.
What Technology (Tech Stack) Is Used byuDirect IRA Services?
Discover the tools uDirect IRA Services uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
uDirect IRA Services Email Formats and Examples
uDirect IRA Services appears to use a common professional email format for its employees. The most likely pattern is the first initial of the first name followed by the last name.
[first_initial][last]@udirectira.com
Format
khall@udirectira.com
Example
75%
Success rate
What's the Latest News About uDirect IRA Services?
GlobeNewswire • September 20, 2023
uDirect IRA Services: Self-Directed IRA Expert Kaaren Hall to Speak at Multiple Real Estate Investing Events This Fall
Kaaren Hall, President of uDirect IRA Services, was announced as a speaker for several real estate investing events in Fall 2023. She aimed to educate investors on leveraging self-directed IRAs for alternative investments, particularly in real estate....more
EIN Presswire • November 15, 2022
uDirect IRA Services, LLC Becomes an Approved IRA Services Trust Company IRA Custodian
uDirect IRA Services announced its approval as an IRA custodian through a strategic partnership with IRA Services Trust Company. This development expanded its capacity to offer comprehensive self-directed retirement account solutions to its clients....more
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