DISCRETIONARY INC.

DISCRETIONARY INC. of RENO, NV is an SEC-registered investment adviser (CRD 329342). Regulatory assets under management: $1.4M.

Registration

• CRD: 329342
• Type: Registered investment adviser
• Location: 5470 KIETZKE LANE, RENO, NV, 89511
• Phone: 775-432-7671
• Latest filing: 2026-03-12
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329342 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search