Disciplined Investors, L.L.C
About this Advisor
Angelo Ochoa is a financial advisor who works in Waco, Texas, with 12 years of experience as a financial advisor. Ochoa is an advisor for Disciplined Investors, L.L.C. They have spent their complete employment at Disciplined Investors, L.l.c. Ochoa maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Texas. Disciplined Investors, L.L.C is a financial advisory business operating out of Waco, Texas. It administers $495 million in assets between its 1,213 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,213 customer accounts, 24% are held by high-net-worth investors who have greater than $1 million in assets. Disciplined Investors, L.L.C has a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on the financial services offered. However, fees charged by Disciplined Investors, L.L.C likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Disciplined Investors, L.L.C Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Angelo Ochoa Work History
Angelo has 12 years of experience.
University High School, Waco Isd
Angelo Ochoa has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Disciplined Investors, L.L.C
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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