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DISCIPLINED EQUITY MANAGEMENT, INC.
DISCIPLINED EQUITY MANAGEMENT, INC.
NEPTUNE BEACH, Florida
·
1 registered advisor
·
CRD# 129436
SEC# 801-62624
1
(904) 222-0280
01
Firm Overview
AUM
$372M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at DISCIPLINED EQUITY MANAGEMENT, INC.
1 registered advisor
Donald Vincent Davey
NEPTUNE BEACH, Florida
CRD# 3038288
05
Office Locations
NEPTUNE BEACH, Florida
1 advisor
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Data sourced from SEC Form ADV filings. DISCIPLINED EQUITY MANAGEMENT, INC. (CRD# 129436) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.