Disciplined Investment Management LLC
Disciplined Investment Management LLC (CRD# 154333) is a financial advisory firm headquartered in Northbrook, IL. They manage $47,865,000 in 53 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management48MILLION
-
Total Number of Accounts53ACCOUNTS
-
Average Account Value$903,113
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, LA
Financial Advisors at Disciplined Investment Management LLC
1
Lawrence M. Stein
CRD#:
4798737
One Northbrook Place, 5 Revere Drive, Suite 200,
Northbrook,
IL
60062
Lawrence Stein (CRD# 4798737) is an Investment Advisor Representative working at Disciplined Investment Management LLC in Northbrook, IL and has over 20 years of experience in the finance industry.
2
Susan Stein (CRD# 5812591) is an Investment Advisor Representative working at Disciplined Investment Management LLC in Northbrook, IL and has over 11 years of experience in the finance industry.
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