SPECIALIZED ADVISORS, LLC
SPECIALIZED ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 299308). Regulatory assets under management: $3.1M.
Registration
- CRD: 299308
- SEC file number: 801-114303
- Type: Registered investment adviser
- Location: 5956 SHERRY LANE, SUITE 1000, DALLAS, TX, 75225
- Phone: 800-674-7758
- Latest filing: 2019-09-13
- Regulatory AUM: $3.1M
- Discretionary AUM: $3.1M
- Clients: 23
- Accounts: 33
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| YOUNG DAVID ALLEN | MEMBER; PRESIDENT | — |
| GROVES JEFFREY JAMES | CEO; MEMBER | — |
| ESTRADA LISA KIM | CHIEF COMPLIANCE OFFICER; MEMBER | — |
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