Disciplined Portfolio Solutions LLC

Disciplined Portfolio Solutions LLC (CRD# 160072) is a financial advisory firm headquartered in , . They manage $170,745,400 in 55 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.dpsinvesting.com
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $3,104,462
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.

FL, NC, NY

Financial Advisors at Disciplined Portfolio Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip Sparacino, financial advisor Leland NC
Philip Sparacino
CRD#: 2836992
Leland, NC

Philip Sparacino (CRD# 2836992) is an Investment Advisor Representative working at Disciplined Portfolio Solutions LLC in Leland, NC and has over 27 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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