Disciplined Investment Management LLC

Disciplined Investment Management LLC (CRD# 154333) is a financial advisory firm headquartered in Deerfield, IL. They manage $25,000,000 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $892,857
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 M. Stein
CRD#: 4798737
500 Lake Cook Rd., Suite 350, Deerfield, IL 60015
93
Wealthminder
score

Lawrence Stein (CRD# 4798737) is an Investment Advisor Representative working at Disciplined Investment Management LLC in Deerfield, IL and has over 12 years of experience in the finance industry.

2
Susan Stein
CRD#: 5812591
500 Lake Cook Rd., Suite 350, Deerfield, IL 60015
90
Wealthminder
score

Susan Stein (CRD# 5812591) is an Investment Advisor Representative working at Disciplined Investment Management LLC in Deerfield, IL and has over 4 years of experience in the finance industry.

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