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Building 2DISCIPLINED CAPITAL MANAGEMENT, LLC

Map pinSYRACUSE, NY
Phone315-476-8200
NotebookSEC #801-64433
Total AUM
$420M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 SOUTH SALINA ST
SUITE 750
SYRACUSE
NY 13202
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
315-476-8200

ReceiptFinancials

Total AUM
$420M
Accounts
28
Discretionary
$310.8M
Accounts
25
Non-Discretionary
$109.2M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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