GEORGE EDWARD RUSSELL DBA RUSSELL AND COMPANY

RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$4.5M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
121914
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • GEORGE RUSSELL

    PresidentCRD 4570722

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth