Russell Advisory Group, Inc
RIAState Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$162K
Accounts
13
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 297199
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Russell Advisory Group, Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individuals and families, employing a fee structure that encompasses a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively pursue ESG investments, it has established a reputation for its personalized approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities50%
- Non-Exchange Traded Equities35%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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