DISCIPLINED ALPHA LLC

One Marina Park Drive
Suite 1410
Boston, Massachusetts 02210
Tel: 857-350-3958

About DISCIPLINED ALPHA LLC

DISCIPLINED ALPHA LLC, formally registered with the SEC as DISCIPLINED ALPHA LLC. The firm was established in 04/11/2013. They have over 2 offices throughout the country.

DISCIPLINED ALPHA LLC is a Boston, Massachusetts based Financial Planning firm with nearly $28,672,984 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167254
SEC#	801-77808
Assets Managed by Firm	$28,672,984
No. of Clients	4
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Other (SEPARATELY MANAGED ACCOUNT)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$28,672,984

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