THE FLEETWOOD GROUP, LLC
CRD #122263 SEC #801-61713 DALLAS, TX 214-378-9401
SEC Registered
Total AUM
$48.3M
Discretionary
$0
Employees
5
Clients
10
Accounts
13
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 6, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOVARD, JOHN, MILLER | I | MEMBER | C | Control |
| BOVARD, JOHN, MILLER | I | MEMBER | C | Control |
| JACKSON, KIRBY, HALL | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| JACKSON, KIRBY, HALL | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, JAMES, ALBERT | I | MEMBER | C | Control |
| SMITH, JAMES, ALBERT | I | MEMBER | C | Control |
Registrations
Federal
IA
Oct 6, 2005 REGISTERED
Notice Filings (1)
TX
Address
9400 NORTH CENTRAL EXPRESSWAYSUITE 420
DALLAS, TX 75231
USA
Phone: 214-378-9401