Disciplined Advisors Group Overview

  • Type
  • Wealth Management Firm

  • Professionals
  • 2

Professionals

Disciplined Advisors Group General Information

Description

Disciplined Advisors Group is a wealth management firm based in Dallas, Texas. The firm helps individuals to develop retirement strategies. It provides financial planning, insurance, and investment-related services to its clients. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.disciplinedadvisorsgroup.com
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Founder
Email
Phone
Corporate Office
  • 17177 Preston Road
  • Suite 360
  • Dallas, TX 75248
  • United States
+1 (214)

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Disciplined Advisors Group Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Disciplined Advisors Group Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Disciplined Advisors Group Team (3)

Name Title Office
Justin Gedlen Partner Dallas, TX
Zachary Allen Partner Dallas, TX
Greg Allen Founder Dallas, TX
To view Disciplined Advisors Group’s complete team members history, request access »

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