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Disciplined Investors LLC

EST. AUM
$702,453,810

CONTACTS
4

CLIENT ACCOUNTS
1,510

Firm Details

Metro area Dallas
CRD Number 114614
Website dinvestors.com
Client types

Overview

Disciplined Investors, L.L.C. provides investment management and advice for individuals, retirement plans, and trusts. Founded in 1999, the firm specializes in offering advice that is objective and independent. As a fee-only advisor, Disciplined Investors has its clients' interests in mind with no incentive to trade frequently or purchase securities that pay higher commissions. In fact, as a Registered Investment Advisor, it has a Fiduciary Duty to act in the best interests of its clients.

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Alternative Activity

Address

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

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