Disciplined Investment Management LLC

Disciplined Investment Management LLC (CRD# 154333) is a financial advisory firm headquartered in Northbrook, IL. They manage $47,865,000 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
One Northbrook Place, 5 Revere Drive, Suite 200, Northbrook, IL 60062
http://www.disciplined-investment.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $903,113
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, LA

Financial Advisors at Disciplined Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence Stein, financial advisor Northbrook IL
Lawrence M. Stein
CRD#: 4798737
One Northbrook Place, 5 Revere Drive, Suite 200, Northbrook, IL 60062

Lawrence Stein (CRD# 4798737) is an Investment Advisor Representative working at Disciplined Investment Management LLC in Northbrook, IL and has over 19 years of experience in the finance industry.

2
Susan Stein, financial advisor Northbrook IL
Susan Stein
CRD#: 5812591
One Northbrook Place, 5 Revere Drive, Suite 200, Northbrook, IL 60062

Susan Stein (CRD# 5812591) is an Investment Advisor Representative working at Disciplined Investment Management LLC in Northbrook, IL and has over 11 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.

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