Disciplined Investors, L.L.C
About this Advisor
Cheryl Traudt is a financial advisor working in Waco, Texas, who has been in the industry for 21 years. Traudt currently works for Disciplined Investors, L.L.C. The advisor has gained experience at Extraco Banks and Disciplined Investors LLC. Traudt maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Texas. Disciplined Investors, L.L.C is a financial advisory company that has its headquarters in Waco, Texas. It has $495 million in assets under management among its 1,213 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 1,213 accounts, 24% belong to high-net-worth investors who have at least $1 million in assets available to invest. Disciplined Investors, L.L.C offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees are based on which service is provided. However, fees billed by Disciplined Investors, L.L.C most 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
Cheryl Traudt Work History
Cheryl has 21 years of experience.
Disciplined Investors LLC
Cheryl Traudt has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Disciplined Investors, L.L.C
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