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Home > Retirement Planners > texas > waco > DISCIPLINED INVESTORS, L.L.C.
DISCIPLINED INVESTORS, L.L.C.
100 North 6th Street, Suite 500
Waco, Texas 76701
Tel: 254-265-7410
About DISCIPLINED INVESTORS, L.L.C.
DISCIPLINED INVESTORS, LLC, formally registered with the SEC as DISCIPLINED INVESTORS, LLC. The firm was established in 04/17/2007. They have over 1 offices throughout the country.
DISCIPLINED INVESTORS, L.L.C. is a Waco, Texas based Financial Planning firm with nearly $577,339,675 assets under management, offering retirement planning & investment advisory services to 1378 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114614 |
| SEC# | 801-67768 |
| Assets Managed by Firm | $577,339,675 |
| No. of Clients | 1378 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1378 | $577,339,675 |
| Individuals (other than high net worth individuals) | 289 | $94,905,054 |
| High net worth individuals | 107 | $280,857,732 |
| Pension and profit sharing plans | 40 | $200,895,467 |
| Charitable organizations | Fewer than 5 clients | $681,422 |
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