Specialized IRA Services

Finance · New Mexico, United States · 11-50 Employees

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Overview

Headquarters

6100 Indian School Rd NE Ste 215, Albuqu...

Phone Number

(800) 529-3951

Revenue

$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Specialized IRA Services

Specialized Trust Company offers self-directed IRA services aimed at empowering individuals, families, and business owners to achieve financial independence through strategic investments. They provide a range of tax-advantaged accounts, including self-directed IRAs and retirement accounts, allowing clients to invest at their discretion. The company focuses on helping clients create long-term wealth and legacies for future generations. With a team of experienced professionals, Specialized Trust Company guides clients through the investment process to maximize their financial potential.Explore more
Specialized IRA Services's Social MediaPopular SearchesSpecialized Ira ServicesSpecialized Trust CohtmlSpecialized Ira Services LLCSpecialized IRA Services FBO AAGI 401K Plan LLCSIC Code 60,609NAICS Code 52,523Show more

Specialized IRA Services Org Chart

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Chief Executive Officer

PhoneEmail
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Director, Operations

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Specialized IRA Services

$5M
11-50
Private
<$5M
2014
$6.1M
11-50
Private
-
-
N/A
$5.6M
1-10
Private
-
2005
SC
Shawna ChoateOperational Sales Associate
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2019
RB
Rebecca BuieVice President
<$5M
1-10
Private
-
1985
DK
Daniel KruegerPartner and Vice President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Specialized IRA Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Specialized IRA Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Specialized IRA Services.

Specialized IRA Services financials insights

Gather financial insights about Specialized IRA Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Specialized IRA Services's Financials Insights

Specialized IRA Services Tech Stack

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Frequently Asked Questions Regarding Specialized IRA Services

What is Specialized IRA Services's official website?
Specialized IRA Services's official website is www.specializedtrustcompany.com
What is Specialized IRA Services's Revenue?
Specialized IRA Services's revenue is $5 Million
What is Specialized IRA Services's SIC code?
Specialized IRA Services's SIC: 60,609
What is Specialized IRA Services's NAICS code?
Specialized IRA Services's NAICS: 52,523
How many employees does Specialized IRA Services have?
Specialized IRA Services has 11-50 employees
What industry does Specialized IRA Services belong to?
Specialized IRA Services is in the industry of: Finance, Banking, Securities Trading
What is Specialized IRA Services competition?
Specialized IRA Services top competitors include: Wilmington Capital Securities, Buie Wealth Management Group, Cambria Capital, Fit Wealth Management
What technology does Specialized IRA Services use?
Some of the popular technologies that Specialized IRA Services uses are: PHP, Cloudflare Website Optimization, Sched, Microsoft 365
How do I contact Specialized IRA Services?
Specialized IRA Services contact info: Phone number: (800) 529-3951 Website: www.specializedtrustcompany.com
What does Specialized IRA Services do?

Specialized Trust Company offers self-directed IRA services aimed at empowering individuals, families, and business owners to achieve financial independence through strategic investments. They provide a range of tax-advantaged accounts, including self-directed IRAs and retirement accounts, allowing clients to invest at their discretion. The company... focuses on helping clients create long-term wealth and legacies for future generations. With a team of experienced professionals, Specialized Trust Company guides clients through the investment process to maximize their financial potential.Read More

What are Specialized IRA Services social media links?
Specialized IRA Services Linkedin page Specialized IRA Services Twitter page Specialized IRA Services Facebook page
Is Specialized IRA Services a public company?
Specialized IRA Services is private company therefore does not currently have an official ticker symbol
See more information about Specialized IRA Services

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