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Home > Retirement Planners > south carolina > greenville > DISCIPLINE WEALTH SOLUTIONS, INC.
DISCIPLINE WEALTH SOLUTIONS, INC.
15 Halton Green Way
Greenville, South Carolina 29607
Tel: 864-322-6046
About DISCIPLINE WEALTH SOLUTIONS, INC.
DISCIPLINE WEALTH SOLUTIONS, INC, formally registered with the SEC as DISCIPLINE WEALTH SOLUTIONS, INC. The firm was established in 08/10/2021. They have over 12 offices throughout the country.
DISCIPLINE WEALTH SOLUTIONS, INC. is a Greenville, South Carolina based Financial Planning firm with nearly $316,318,696 assets under management, offering retirement planning & investment advisory services to 2750 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315846 |
| SEC# | 801-122049 |
| Assets Managed by Firm | $316,318,696 |
| No. of Clients | 2750 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (3(38))
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2750 | $316,318,696 |
| Individuals (other than high net worth individuals) | 1280 | $233,240,632 |
| High net worth individuals | 22 | $62,531,577 |
| Charitable organizations | Fewer than 5 clients | $43,062 |
| Corporations or other businesses | 15 | $20,503,425 |
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|---|---|---|---|
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