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Home > Retirement Planners > florida > neptune beach > DISCIPLINED EQUITY MANAGEMENT, INC.
DISCIPLINED EQUITY MANAGEMENT, INC.
200 1st Street
Suite 204
Neptune Beach, Florida 32266
Tel: (904) 222-0280
About DISCIPLINED EQUITY MANAGEMENT, INC.
DISCIPLINED EQUITY MANAGEMENT, INC, formally registered with the SEC as DISCIPLINED EQUITY MANAGEMENT, INC. The firm was established in 01/02/2004. They have over 3 offices throughout the country.
DISCIPLINED EQUITY MANAGEMENT, INC. is a Neptune Beach, Florida based Financial Planning firm with nearly $389,678,684 assets under management, offering retirement planning & investment advisory services to 737 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129436 |
| SEC# | 801-62624 |
| Assets Managed by Firm | $389,678,684 |
| No. of Clients | 737 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 737 | $389,678,684 |
| Individuals (other than high net worth individuals) | 84 | $27,738,140 |
| High net worth individuals | 107 | $337,849,830 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,964,325 |
| Charitable organizations | 26 | $11,616,830 |
| Corporations or other businesses | 9 | $5,509,559 |
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