Disciplined Investment Management
Investment Management • 
Deerfield, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 500 Lake Cook Road, Suite 350, Deerfield, IL 60015, US |
| Phone number | +18476026485 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Asset Allocation, Retirement Planning, Financial Planning, Investment Management |
| Employees | 1-10 |
| Socials |
Key Contact at Disciplined Investment Management
Larry Stein
CEO | Investment Advisor | Published Author
Disciplined Investment Management Email Formats
Disciplined Investment Management uses 1 email format. The most common is {first initial} (e.g., j@disciplined-investment.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@disciplined-investment.com | 100% |
About Disciplined Investment Management
We work closely with high net worth clients to create customized portfolios to meet their specific objectives. Since most of our clients are looking toward retirement or are retired, we focus on a series of risk management disciplines. We seek to manage downside risk and preserve capital in an effort to meet our client's objectives over a full 4-6 year market cycle. Disciplined Investment Management is headed up by Larry Stein, the author of Peace of Mind Investing. Larry Stein is also a regular contributor to MarketWatch's RetireMentors column.
Disciplined Investment Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Disciplined Investment Management has never raised funding before.
Australia
Italy
United Kingdom
Frequently asked questions
4.8
40,000 users
