DISCIPLINED INVESTORS, L.L.C.
Total AUM
$941.6M
Employees
8Clients
530Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 NORTH 6TH STREET
SUITE 500
WACO
TX 76701
United States
SUITE 500
WACO
TX 76701
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Monday - Friday
Phone
254-265-7410
Financials
Total AUM
$941.6M
Accounts
1,632Discretionary
$790.3M
Accounts
1,604Non-Discretionary
$151.3M
Accounts
28
Clients
Individual Clients
312AUM
$102.7M
HNW Individual Clients
168AUM
$478.6M
Pension/Profit Sharing Plan Clients
48AUM
$336.3M
Charitable Organization Clients
1AUM
$1M
Government Entity Clients
1AUM
$23M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLLAOKTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.