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Disciplined Portfolio Solutions LLC

● SEC registered since 2012CRD 160072SEC# 801-74471
Export (members)
Reg. AUM
$194.6M
Employees
1
Accounts
56
Location

Disciplined Portfolio Solutions LLC assets under management

Disciplined Portfolio Solutions LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $194.6 million in regulatory assets under management and employs 1 people.

Disciplined Portfolio Solutions LLC owners & executives

1 reported
NameTitleOwnershipSince
Philip (none) Sparacino ControlManaging Member/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Disciplined Portfolio Solutions LLC manage?

Disciplined Portfolio Solutions LLC reports $194.6 million in regulatory assets under management on its Form ADV.

How many employees does Disciplined Portfolio Solutions LLC have?

Disciplined Portfolio Solutions LLC reports 1 employees.

Does Disciplined Portfolio Solutions LLC disclose fund performance?

Disciplined Portfolio Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone631-486-9200
Fax631-486-9203
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$28.4M
Non-discretionary$166.2M
Total (RAUM)$194.6M