Disciplined Financial Services, Inc.
RIASEC Registered
Total AUM
$10.7M
Discretionary
$10.7M
100% of AUM
Avg account
$116K
Accounts
92
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 174947
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Disciplined Financial Services, Inc. operates as an independent registered investment advisor, focusing primarily on providing financial planning and portfolio management services to individuals and small businesses. The firm emphasizes a personalized approach to wealth management, catering to the unique needs of its clients. While it does not actively engage in ESG investing, it maintains a diverse investment strategy that includes traditional asset classes and alternative investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents40%
Contacts
1 of 1
Eugene Szaj
Owner, PresidentCRD 441666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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