Investment adviser · CRD 299308
SPECIALIZED ADVISORS
Investment adviser filing (IA)
SPECIALIZED ADVISORS, LLC
DALLAS, TX, United States · Form ADV filed Sep 13, 2019
- Regulatory AUM
- $3.09M Form ADV · Item 5.F
- Client accounts
- 33 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 33 | $3,092,879 | 100.0% |
Filing source
Form ADV 1345577 · Sep 13, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 13, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
5956 SHERRY LANE, SUITE 1000DALLAS, TX, 75225, United States
CRD 299308
Filing source
Form ADV 1345577 · Sep 13, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.