DISCIPLINE WEALTH SOLUTIONS, INC. of GREENVILLE, SC is an SEC-registered investment adviser (CRD 315846). Regulatory assets under management: $746.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| James Bryan Keith Ballentine | MANAGING PRINCIPAL | — |
| Anthony R Colancecco | CHIEF COMPLIANCE OFFICER | Greenville, SC |
| BALLENTINE JAMES BRYAN KEITH | MANAGING PRINCIPAL; MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Colancecco Anthony R | CHIEF COMPLIANCE OFFICER | — |