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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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