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DISCIPLINED MONEY, LLC
CRD 173349
7220 N 16TH ST, BUILDING D, PHOENIX, AZ, 85020, United States
Phone
6027345123
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.3M
Discretionary AUM
$53.3M
Team
1 total employees; 1 advisory reps; 18 broker-dealer reps
Clients
51-100
Fees
Hourly charges
Org form
Limited Liability Company
Filing date
2025-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $16.5M |
| High net worth individuals | 32 | $36.9M |
All web addresses on file
Official SEC filing: View on IAPD