Investment adviser · CRD 42727

DISCIPLINED FINANCIAL SERVICES, INC

Investment adviser filing (IA)

DISCIPLINED FINANCIAL SERVICES, INC.

BROOKFIELD, WI, United States · Form ADV filed Apr 2, 2012

Regulatory AUM
$73.9M
Form ADV · Item 5.F
Client accounts
374
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 2, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

19575 JANACEK COURT, SUITE 105
BROOKFIELD, WI, 53045, United States

CRD 42727

Filing source

Form ADV 623504 · Apr 2, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.