1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DISCIPLINED INVESTORS, L.L.C.

Map pinWACO, TX
Phone254-265-7410
NotebookSEC #801-67768
Total AUM
$941.6M
Employees
8
Clients
530

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 NORTH 6TH STREET
SUITE 500
WACO
TX 76701
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
254-265-7410

ReceiptFinancials

Total AUM
$941.6M
Accounts
1,632
Discretionary
$790.3M
Accounts
1,604
Non-Discretionary
$151.3M
Accounts
28

ContactClients

View more in analytics →

Individual Clients
312
AUM
$102.7M
HNW Individual Clients
168
AUM
$478.6M
Pension/Profit Sharing Plan Clients
48
AUM
$336.3M
Charitable Organization Clients
1
AUM
$1M
Government Entity Clients
1
AUM
$23M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAOKTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account