Russell Advisory Group, Inc

RIASEC 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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Non-Exchange Traded Equities 35%, Cash & Cash Equivalents 15%50%
  • Exchange Traded Equities50%
  • Non-Exchange Traded Equities35%
  • Cash & Cash Equivalents15%

Owners & executives

2 of 2
  • Michael Russell

    Michael Russell

    Independent ContractorCRD 6767016

  • Kelley Russell

    Chief Technology OfficerCRD 6952511

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth