Specialized Advisors LLC
Legal Name: SPECIALIZED ADVISORS, LLC
Full Contact Details
Specialized Advisors LLC
5956 SHERRY LANE, SUITE 1000, DALLAS, TX
800-674-7758
Other Info
Specialized Advisors LLC, a licensed TX Limited Liability Company, employs 23 individuals, 21 of whom hold advisory positions. The number of clients served is undisclosed. According to the SEC, the firm's registration status is "Approved," as of November 19th, 2018.
Direct Owners
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FINANCIAL INSTITUTION GROUP, LLC
MEMBER owns more than 25% but less than 50%
-
JEFFREY JAMES GROVES
CEO owns less than 5%
-
LISA KIM ESTRADA
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MICHAEL ALLEN YOUNG
PRESIDENT owns less than 5%
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SPARK, PHILLIPS, & WYLER LLC
MEMBER owns more than 50% but less than 75%
Indirect Owners
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FINANCIAL INSTITUTION GROUP, LLC
ACTIVE owns more than 25% but less than 50%
-
JEFFREY JAMES GROVES
MEMBER owns more than 50% but less than 75%
-
LISA KIM ESTRADA
MEMBER owns more than 25% but less than 50%
-
MICHAEL ALLEN YOUNG
MEMBER owns more than 50% but less than 75%
-
SPARK, PHILLIPS, & WYLER LLC
ACTIVE owns more than 50% but less than 75%