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Building 2DISCIPLINED PORTFOLIO SOLUTIONS LLC

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Phone631-486-9200
NotebookSEC #801-74471
Total AUM
$230.7M
Employees
1
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
631-486-9200
Other Offices
1

ReceiptFinancials

Total AUM
$230.7M
Accounts
59
Discretionary
$31.9M
Accounts
2
Non-Discretionary
$198.9M
Accounts
57

ContactClients

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Individual Clients
25
AUM
$8.1M
HNW Individual Clients
33
AUM
$192.9M
Pension/Profit Sharing Plan Clients
1
AUM
$29.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNY

HandshakeAffiliates

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

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