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Financial Advisor
South Carolina
Greenville
DISCIPLINE WEALTH SOLUTIONS, INC.

DISCIPLINE WEALTH SOLUTIONS, INC.

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

About 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
Firm CRD#:

315846

Firm SEC#:

801-122049

Assets Under Management:

$316,318,696

No. of Clients:

2750

No. of Advisors:

14

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

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