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).
Current Firm Details
By the Numbers
-
Total Assets Under Management39MILLION
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Total Number of Accounts206ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Disciplined Money, LLC
1
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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