Disciplined Equity Management, Inc.

Disciplined Equity Management, Inc. (CRD# 129436) is a financial advisory firm headquartered in Neptune Beach, FL. They manage $371,551,837 in 736 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
200 1st Street, Suite 204, Neptune Beach, FL 32266
https://www.facebook.com/disciplinedequitymanagement/
By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $504,826
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, TX, WI

Financial Advisors at Disciplined Equity Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald Davey, financial advisor Neptune Beach FL
Donald V. Davey
CRD#: 3038288
200 1st Street, Suite 204, Neptune Beach, FL 32266

Donald Davey (CRD# 3038288) is the founder, Senior Portfolio Manager, and Investment Advisor Representative of Disciplined Equity Management, Inc. in Neptune Beach, FL.  Don has over 18 years of experience in the finance industry.

2
Rebecca Phillips, financial advisor Atlanta GA
Rebecca M. Phillips
CRD#: 4637342
10 Glenlake Parkway, Suite 130, Atlanta, GA 30328

Rebecca Phillips (CRD# 4637342) is an Investment Advisor Representative working at Disciplined Equity Management, Inc. in Atlanta, GA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals