Rogue Russell Investments
RIAState Registered
Total AUM
$550K
Discretionary
$550K
100% of AUM
Avg account
$275K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333111
- Website
- roguerussell.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rogue Russell Investments is a small, Oregon-based sole proprietorship run by an individual owner that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and focuses on equity-oriented portfolios rather than ESG strategies. It does not position itself as a multi-state or institutional pension consultant; the business is organized around direct adviser-to-client relationships and discretionary portfolio 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 Equities80%
- Cash & Cash Equivalents20%
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