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
Disciplined Portfolio Solutions LLC
By the Numbers
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Total Assets Under Management171MILLION
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Total Number of Accounts55ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, NY
Financial Advisors at Disciplined Portfolio Solutions LLC
1
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.
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