BBB Accredited Business Profile

Self Directed IRA Services, Inc.

Self Directed IRA Services, Inc.

(866) 928-9394

Self Directed IRA Services, Inc.

9 years in business
7901 Woodway Drive, Suite 200
Waco, TX 76712
Fax Numbers
  • (512) 495-9554
Additional Phone Numbers
  • (512) 637-5739
Additional Email Addresses
  • info@sdiraservices.com
BBB File Opened: 07/07/2010
Business Started: 04/02/2008
Business Started Locally: 04/02/2008
Business Incorporated: 04/02/2008 in TX
Type of Entity
Corporation
Business Management
  • Ms. Kelli Click, President
  • Mr. Anthony Carl, VP - Compliance/Risk Mgmt
  • Mr. Jeff Thompson, COO
Business Category
  • Financial Services
Products & Services
Not applicable
Number of Employees: 
35
Methods of Payment
  • Clients may pay their annual account fee via check, credit or debit card.
Refund & Exchange Policy: 
Individual retirement accounts, under federal law, have a 7-day revocation, so clients should revoke and close the account within 7 days.  We will review client situations on a case-by-case basis and may refund fees if warranted.  As a matter of goodwill, we are willing to waive or refund a fee if due to an error on our part.
BBB accredited business

A+

Overview

As a passive (non-advisory) custodian of self-directed IRAs, we specialize in the custody of alternative investments held in individual retirement accounts, including real estate, precious metals, private equity (stock, LPs and LLCs), private debt, secured promissory notes, trust deeds, crowdfunding investments and more.  We work with individual investors, as well as institutional relationships including financial advisers, broker dealers, investment issuers/sponsors, investment platforms, CPAs, attorneys, real estate professionals and more. 

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

M: 8:00 AM-5:30 PM
T: 8:00 AM-5:30 PM
W: 8:00 AM-5:30 PM
Th: 8:00 AM-5:30 PM
F: 8:00 AM-5:30 PM

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Self Directed IRA Services, Inc.

Self Directed IRA Services, Inc.

BBB ACCREDITED SINCE 07/08/2010

Customer Review Rating:

50%
50%

Composite Score: