DISCIPLINED FINANCIAL SERVICES, INC.

DISCIPLINED FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 174947). Regulatory assets under management: $10.7M.

Registration

• CRD: 174947
• Type: Registered investment adviser
• Phone: 262-784-6650
• Latest filing: 2025-07-01
• Regulatory AUM: $10.7M
• Discretionary AUM: $10.7M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174947 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search