DISCIPLINED PORTFOLIO SOLUTIONS LLC
SEC Form ADV profile.
Total regulatory AUM
$230,719,685
Discretionary
$31,863,725
Non-discretionary
$198,855,960
Firm details
- CRD number
- 160072
- SEC file number
- 801-74471
- Employees
- 1
- SEC status
- Approved
- Website
- HTTPS://WWW.DPSINVESTING.COM
- Fee structure
-
Percentage of AUM
As of November 2026.