Disciplined Investments Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Disciplined Investments, federally registered in 2010, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. Disciplined Investments manages $348.7 million and provides investment advisory services for 180 clients (1:45 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,937,063
Hybrid Advisor No
Disciplinary History No
Total AUM $348.7 million
Advisor / Client Ratio 1:45
Headquarters Tulsa, OK
SEC Filings Forms and Brochures    (CRD # 129696)
State(s) Registered AR, OK, TX

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