Russell Investments Financial Services, LLC

Broker-DealerFINRA MemberEst. 1988

Total AUM

—

Advisory reps

117

Avg account

$0

Firm details

Headquarters: Seattle, Washington
CRD number: 21771
Registered since: April 4, 1988
Website: russellinvestments.com

Firm profile

FINTRX

Overview

Russell Investments Financial Services, LLC is recorded as a limited liability company and has been SEC-registered since 1988. FINTRX classifies the entity as unclassified and notes an owner type of domestic entity/individual. The firm is not flagged as a capital allocator, not marked as an active ESG investor, and is listed as not a multi-state adviser and not a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 8

Cheryl Wichers
Chief Compliance OfficerCRD 3232164
Scott Bowen
Chief Financial OfficerCRD 2755021
Zachary Buchwald
Chairman & CEOCRD 2784769

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Contacts

3 of 109

John Ahlers
Institutional Trading ManagerCRD 5684128
Matthew Weber
Associate Regional DirectorCRD 5726810
Adam Burleson
Regional DirectorCRD 5749128

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$25.5M in ETFs

Passive

100%

$25.5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
Aberdeen Standard Platinum ETF Trust (PPLT)	Aberdeen Investments	Passive	Commodities Focused	$25.5M	282,939	100.00%

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area: Seattle-Tacoma, WA
Region: West
County: King
Address: 401 Union St
Time zone: PT (UTC-8)
Office locations

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