DISCIPLINED INVESTORS, L.L.C.

WACO, Texas·2 registered advisors·CRD# 114614
SEC# 801-677680254-265-7410
01

Firm Overview

AUM
$577M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DISCIPLINED INVESTORS, L.L.C.

2 registered advisors
Russell Clarke Livesay
WACO, Texas
Todd David Stoner
WACO, Texas
05

Office Locations

WACO, Texas
2 advisors

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Data sourced from SEC Form ADV filings. DISCIPLINED INVESTORS, L.L.C. (CRD# 114614) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.