Discipline Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

150 Saint Andrews Ct Ste 210, Mankato, M...

Phone Number

(507) 625-5876

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Discipline Advisors

Discipline Advisors, LLC offers personalized and integrated investment strategies and management services tailored for individuals and families of significant wealth. They focus on wealth preservation, estate planning, and tax strategies, ensuring that clients' unique needs and values are addressed. The company emphasizes collaboration with clients and their trusted partners to create comprehensive financial plans that promote long-term legacies. With a disciplined approach, they aim to provide peace of mind and effective guidance in managing the complexities of wealth.Explore more
Discipline Advisors's Social MediaPopular SearchesDiscipline Advisors IncDisciplined Investment Advisors IncMichaletz Financial ServiceData PrivacyDisciplined Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Discipline Advisors Org Chart

Joseph Michaletz, Chief Executive Officer at Discipline Advisors
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Chief Executive Officer

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CM
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Chief Operating Officer

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BK
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Chief Operating Officer

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NR
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Manager, Client Services & Executive Assistan...

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RP
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Administrative Assistant

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MR
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Administrative Assistant

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MD
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Administrative Assistant

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MR
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Discipline Advisors

$5.1M
11-50
Private
-
2014
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2005
Justin Kobe, Founder & Portfolio Manager & Advisor at Pacificus Capital Management
Justin KobeFounder & Portfolio Manager & Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Discipline Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Discipline Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Discipline Advisors.

Discipline Advisors Tech Stack

A closer look at the technologies used by Discipline Advisors

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Frequently Asked Questions Regarding Discipline Advisors

What is Discipline Advisors's official website?
Discipline Advisors's official website is www.disciplineadvisors.com
What is Discipline Advisors's Revenue?
Discipline Advisors's revenue is $5.1 Million
What is Discipline Advisors's SIC code?
Discipline Advisors's SIC: 62,628
What is Discipline Advisors's NAICS code?
Discipline Advisors's NAICS: 52,523
How many employees does Discipline Advisors have?
Discipline Advisors has 11-50 employees
What industry does Discipline Advisors belong to?
Discipline Advisors is in the industry of: Finance, Securities Trading
What is Discipline Advisors competition?
Discipline Advisors top competitors include: Pacificus Capital Management, Stockade Wealth Management, Reynolds Wealth Management, Selkirk Wealth Advisors
What technology does Discipline Advisors use?
Some of the popular technologies that Discipline Advisors uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Discipline Advisors?
Discipline Advisors contact info: Phone number: (507) 625-5876 Website: www.disciplineadvisors.com
What does Discipline Advisors do?

Discipline Advisors, LLC offers personalized and integrated investment strategies and management services tailored for individuals and families of significant wealth. They focus on wealth preservation, estate planning, and tax strategies, ensuring that clients' unique needs and values are addressed. The company emphasizes collaboration with clients... and their trusted partners to create comprehensive financial plans that promote long-term legacies. With a disciplined approach, they aim to provide peace of mind and effective guidance in managing the complexities of wealth.Read More

What are Discipline Advisors social media links?
Discipline Advisors Linkedin page
Is Discipline Advisors a public company?
Discipline Advisors is private company therefore does not currently have an official ticker symbol
See more information about Discipline Advisors

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