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DISCIPLINED PORTFOLIO SOLUTIONS LLC
CRD 160072 · SEC 801-74471
NY, United States
Phone
631-486-9200
Fax
631-486-9203
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$230.7M
Discretionary AUM
$31.9M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $8.1M |
| High net worth individuals | 33 | $192.9M |
| Pension/profit sharing plans | 1 | $29.7M |
States served
NY, NC, FL
All web addresses on file
Official SEC filing: View on IAPD