Fredric E. Russell Investment Management Co

RIASEC RegisteredEst. 2018
Total AUM
$137M
Discretionary
$137M
100% of AUM
Avg account
$1M
Accounts
135
Employees
4
Advisory reps
2

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
108886
Registered since
October 5, 2018
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

FINTRX

Overview

Fredric E. Russell Investment Management Co. is an independent, SEC‑registered registered investment adviser organized as a corporation and registered in 2018. Ownership is listed as an individual; the firm serves both individual/family and institutional clients, with a stated focus on portfolio management for individuals and small businesses. Its fee model is percentage of assets under management. The adviser does not identify as an active ESG investor, is not a multi‑state adviser, and does not list pension consulting or capital‑allocator activity among its services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 8%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • Franki Brown

    Chief Compliance OfficerCRD 7962387

Contacts

1 of 1
  • Fredric Russell

    Fredric Russell

    OwnerCRD 1719975

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth