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Building 2DISCIPLINE WEALTH SOLUTIONS, INC.

Map pinGREENVILLE, SC
Phone864-322-6046
NotebookSEC #801-122049
Total AUM
$746.7M
Employees
18
Clients
1,947

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 HALTON GREEN WAY
GREENVILLE
SC 29607
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
864-322-6046
Other Offices
12

ReceiptFinancials

Total AUM
$746.7M
Accounts
1,900
Discretionary
$741.5M
Accounts
1,854
Non-Discretionary
$5.2M
Accounts
46

ContactClients

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Individual Clients
1,673
AUM
$287.4M
HNW Individual Clients
246
AUM
$425.7M
Pension/Profit Sharing Plan Clients
27
AUM
$33.5M
Charitable Organization Clients
1
AUM
$61.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
3(38)
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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