George Edward Russell Dba Russell And Company
Firm details
- Headquarters
- ,
- CRD number
- 121914
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
George Edward Russell operates Russell And Company as a sole proprietorship focused on portfolio management for individuals and small businesses. The firm is structured as an individual-owned advisory practice and is classified as "unclassified" in the source data. Business activities include acting as an "other financial product" salesperson, and the adviser charges fees as a percentage of assets under management. The adviser is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not flagged as a capital allocator 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 Equities100%
Contacts
1 of 1George Russell
PresidentCRD 4570722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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