Fredric E. Russell Investment Management Co
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 108886
- Registered since
- October 5, 2018
- Website
- www.ferimc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals59.09%
- HNWI30.04%
- Pension & Profit Sharing Plans10.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fredric E. Russell Investment Management Co is a privately owned corporate advisory practice that registered with the SEC in 2018. The firm manages portfolios for individuals, small businesses and select institutional clients, charging fees as a percentage of assets under management. Its stated advisory activity centers on portfolio management for individual and small-business clients. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1Franki Brown
Chief Compliance OfficerCRD 7962387
Contacts
1 of 1
Fredric Russell
OwnerCRD 1719975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 2200 S Utica Pl
- Time zone
- CT (UTC-6)
- Office locations
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