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DISCIPLINED GROWTH INVESTORS INC

150 South Fifth Street
Suite 2550
Minneapolis, Minnesota 55402-1227
Tel: 612-317-4100

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About DISCIPLINED GROWTH INVESTORS INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#106746
SEC#801-53297
Assets Managed by Firm$4,789,287,731
No. of Clients135
No. of Advisors21

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total135$4,789,287,731
High net worth individuals95$1,241,886,733
Pension and profit sharing plans11$780,016,553
Charitable organizations9$886,735,922
Other investment advisersFewer than 5 clients$121,337,746
Corporations or other businessesFewer than 5 clients$68,340,001

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