Disciplined Money, LLC

Disciplined Money, LLC (CRD# 173349) is a financial advisory firm headquartered in Phoenix, AZ. They manage $38,922,201 in 206 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $188,943
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

AZ

Financial Advisors at Disciplined Money, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert J. Burger
CRD#: 2154705
7220 N 16th St, Building D, Phoenix, AZ 85020

Robert Burger (CRD# 2154705) is an Investment Advisor Representative working at Disciplined Money, LLC in Phoenix, AZ and has over 32 years of experience in the finance industry.

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