150 South Fifth Street
Suite 2550
Minneapolis, Minnesota 55402-1227
Tel: 612-317-4100
DISCIPLINED GROWTH INVESTORS INC, formally registered with the SEC as DISCIPLINED GROWTH INVESTORS INC. The firm was established in 12/11/1996. They have over 1 offices throughout the country.
DISCIPLINED GROWTH INVESTORS INC is a Minneapolis, Minnesota based Financial Planning firm with nearly $4,789,287,731 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 21 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106746 |
| SEC# | 801-53297 |
| Assets Managed by Firm | $4,789,287,731 |
| No. of Clients | 135 |
| No. of Advisors | 21 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 135 | $4,789,287,731 |
| High net worth individuals | 95 | $1,241,886,733 |
| Pension and profit sharing plans | 11 | $780,016,553 |
| Charitable organizations | 9 | $886,735,922 |
| Other investment advisers | Fewer than 5 clients | $121,337,746 |
| Corporations or other businesses | Fewer than 5 clients | $68,340,001 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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