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DISCIPLINE WEALTH SOLUTIONS, INC.

Tel: 864-322-6046
15 Halton Green Way
Greenville, South Carolina  29607

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DISCIPLINE WEALTH SOLUTIONS, INC.

DISCIPLINE WEALTH SOLUTIONS, INC. is a Greenville, South Carolina based financial advisory firm with nearly $316,318,696 in assets under management and provides investment advisory services for 2750 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (3(38))

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

315846

SEC#:

801-122049

No. of Clients:

2750

Assets under Management

$316,318,696

No. of Advisors:

14

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