DISCIPLINED FINANCIAL SERVICES, INC.
Legal name: DISCIPLINED FINANCIAL SERVICES, INC
CRD #42727 SEC #801-56636 BROOKFIELD, WI 262-784-6650
SEC Registered
Total AUM
$73.9M
Discretionary
$50.1M
Employees
6
Clients
251
Accounts
374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $73.9M | $50.1M | $23.8M | 6 | 400 |
| Mar 2012 | $73.9M | $50.1M | $23.8M | 6 | 400 |
| Jun 2010 | $76.8M | $60.7M | $16.1M | 10 | -- |
| May 2010 | $76.8M | $60.7M | $16.1M | 10 | -- |
| Oct 2007 | $80.3M | $47.8M | $32.5M | 10 | -- |
| Oct 2007 | $80.3M | $47.8M | $32.5M | 10 | -- |
| May 2007 | $80.3M | $47.8M | $32.5M | 10 | -- |
| May 2007 | $80.3M | $47.8M | $32.5M | 10 | -- |
| Apr 2007 | $80.3M | $47.8M | $32.5M | 10 | -- |
| Jun 2004 | $66.9M | $36.8M | $30.2M | 5 | -- |
| Apr 2004 | $51.5M | $22.5M | $29M | 5 | -- |
| Apr 2002 | $67.7M | $13M | $54.8M | 5 | -- |
DateApr 2012
Total AUM$73.9M
Discretionary$50.1M
Non-Disc.$23.8M
Employees6
Clients400
DateMar 2012
Total AUM$73.9M
Discretionary$50.1M
Non-Disc.$23.8M
Employees6
Clients400
DateJun 2010
Total AUM$76.8M
Discretionary$60.7M
Non-Disc.$16.1M
Employees10
Clients--
DateMay 2010
Total AUM$76.8M
Discretionary$60.7M
Non-Disc.$16.1M
Employees10
Clients--
DateOct 2007
Total AUM$80.3M
Discretionary$47.8M
Non-Disc.$32.5M
Employees10
Clients--
DateOct 2007
Total AUM$80.3M
Discretionary$47.8M
Non-Disc.$32.5M
Employees10
Clients--
DateMay 2007
Total AUM$80.3M
Discretionary$47.8M
Non-Disc.$32.5M
Employees10
Clients--
DateMay 2007
Total AUM$80.3M
Discretionary$47.8M
Non-Disc.$32.5M
Employees10
Clients--
DateApr 2007
Total AUM$80.3M
Discretionary$47.8M
Non-Disc.$32.5M
Employees10
Clients--
DateJun 2004
Total AUM$66.9M
Discretionary$36.8M
Non-Disc.$30.2M
Employees5
Clients--
DateApr 2004
Total AUM$51.5M
Discretionary$22.5M
Non-Disc.$29M
Employees5
Clients--
DateApr 2002
Total AUM$67.7M
Discretionary$13M
Non-Disc.$54.8M
Employees5
Clients--