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Building 2DISCIPLINED EQUITY MANAGEMENT, INC.

Map pinNEPTUNE BEACH, FL
Phone(904) 222-0280
NotebookSEC #801-62624
Total AUM
$521M
Employees
4
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 1ST STREET
SUITE 204
NEPTUNE BEACH
FL 32266
United States
Operating Hours
9 AM - 4 PM (MONDAY-THURS) 9AM - 12PM (FRI)
Monday - Friday
Phone
(904) 222-0280
Other Offices
2

ReceiptFinancials

Total AUM
$521M
Accounts
819
Discretionary
$521M
Accounts
819
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
91
AUM
$41M
HNW Individual Clients
110
AUM
$453M
Pension/Profit Sharing Plan Clients
1
AUM
$8M
Charitable Organization Clients
25
AUM
$14M
Corporation or Business Clients
5
AUM
$5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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