Discipline Advisors Inc

EST. AUM
$329,951,743

CONTACTS
1

CLIENT ACCOUNTS
2,048

Firm Details

Metro area Minneapolis
CRD Number 138938
Website disciplineadvisors.com
Client types

Overview

DAI offers personalized, integrated investment strategies and management to individuals and families of significant wealth. The firm understands that its clients face unique challenges and situations as they continue to build their wealth and form their legacies. DAI is focused on helping to manage and mitigate those opportunities and challenges with more than the traditional investment solutions. The firm takes a disciplined approach to each phase of its client relationships. It starts with building trust through taking the time to have a deep understanding of its clients’ needs and desires. This allows DAI to bring fresh ideas forward and put its extensive knowledge to work implementing a strong, comprehensive strategy in growing, preserving, and protecting its clients’ wealth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Discipline Advisors Inc

Platform Details

Investment Preferences

Alternative Activity

Address

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