Disciplined Equity Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

200 1st St Ste 204, Neptune Beach, Flori...

Phone Number

(904) 222-0280

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Disciplined Equity Management

Disciplined Equity Management is an SEC registered investment advisory firm that specializes in providing customized wealth management solutions for affluent investors. The firm emphasizes a disciplined investment approach and comprehensive planning process, ensuring clients can invest with confidence and peace of mind. Their offerings include institutional quality portfolios, individual stock portfolios, and customized portfolios based on their Four Pillars investment philosophy. Disciplined Equity Management aims to deliver a successful lifetime investment experience for its clients.Explore more
Disciplined Equity Management's Social MediaPopular Searchesdisciplined equity management IncDisciplined Equity Managementcom DisciplinedEquityManagementGetSIC Code 62,628NAICS Code 52,523Show more

Disciplined Equity Management Org Chart

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Chief Financial Officer

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Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Disciplined Equity Manage...

<$5M
1-10
Private
-
2001
SC
Sarah CallawayChief Financial Officer
$8.2M
11-50
Private
<$5M
1996
CP
Christopher PlattenChief Financial Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
11-50
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Disciplined Equity Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Disciplined Equity Management Tech Stack

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Frequently Asked Questions Regarding Disciplined Equity Management

What is Disciplined Equity Management's official website?
Disciplined Equity Management's official website is www.demgt.com
What is Disciplined Equity Management's Revenue?
Disciplined Equity Management's revenue is <$5 Million
What is Disciplined Equity Management's SIC code?
Disciplined Equity Management's SIC: 62,628
What is Disciplined Equity Management's NAICS code?
Disciplined Equity Management's NAICS: 52,523
How many employees does Disciplined Equity Management have?
Disciplined Equity Management has 1-10 employees
What industry does Disciplined Equity Management belong to?
Disciplined Equity Management is in the industry of: Finance, Securities Trading
What is Disciplined Equity Management competition?
Disciplined Equity Management top competitors include: Evanson Asset Management, QVest, Tribeca Financial, Woodmont Investment Counsel
What technology does Disciplined Equity Management use?
Some of the popular technologies that Disciplined Equity Management uses are: WordPress.org, PHP, Microsoft 365, GoDaddy DNS
Who is the CFO of Disciplined Equity Management?
Disciplined Equity Management's CFO is Sarah Callaway
How do I contact Disciplined Equity Management?
Disciplined Equity Management contact info: Phone number: (904) 222-0280 Website: www.demgt.com
What does Disciplined Equity Management do?

Disciplined Equity Management is an SEC registered investment advisory firm that specializes in providing customized wealth management solutions for affluent investors. The firm emphasizes a disciplined investment approach and comprehensive planning process, ensuring clients can invest with confidence and peace of mind. Their offerings include inst... itutional quality portfolios, individual stock portfolios, and customized portfolios based on their Four Pillars investment philosophy. Disciplined Equity Management aims to deliver a successful lifetime investment experience for its clients.Read More

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

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