D
CRD: 174947
Disciplined Financial Services, Inc.
NEW Berlin, WI
2627846650
$10.7M Total AUM
$10.7M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-2015
- Office Locations
- 1
Office Locations
-- NEW Berlin WI
About Disciplined Financial Services, Inc.
Disciplined Financial Services, Inc. is a NEW Berlin-based RIA. The firm has been operating for 10 years. Managing $10.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
74 AVG AGE
$10.7M AVG AUM / ADVISOR
$236.7K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Investment Themes
Wave Radial vector
Investment Vehicles
Optima Optima focus
Services
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Owner & Executives
EUGENE PAUL SZAJ
Chief Compliance Officer, Owner, President
- CRD
- #441666
- Ownership
- Less than 5%
(386) 251-3303
bridge.quantum@radialcapital.com
in linkedin.com/in/optima-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,652,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,652,560 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,652,560
Equity - Exchange:
56.6% Cash:
43.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,748,235,688 | 56.6% |
| Cash | $2,107,304,396 | 43.4% |
| Total | $4,855,540,084 | 100.0% |