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DISCRETIONARY INC.
CRD 329342
5470 KIETZKE LANE, RENO, NV, 89511, United States
Phone
775-432-7671
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.4M
Discretionary AUM
$1.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD