DISCIPLINED EQUITY MANAGEMENT, INC.

DISCIPLINED EQUITY MANAGEMENT, INC. of NEPTUNE BEACH, FL is an SEC-registered investment adviser (CRD 129436). Regulatory assets under management: $521.0M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Donald Vincent DaveyDIRECTOR/CHIEF COMPLIANCE OFFICER
DAVEY DONALD VINCENTDIRECTOR; DIRECTOR/CHIEF COMPLIANCE OFFICER
FREDERICK VALORIECHIEF COMPLIANCE OFFICER
KOPP JEFFREY BLAIRCHIEF COMPLIANCE OFFICER (CCO)

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