Russell Investments

Broker-DealerFINRA MemberEst. 2001

Total AUM

$81.1B

Discretionary

$81.1B

100% of AUM

Accounts

146

Employees

569

Advisory reps

Brokerage reps

205

Firm details

Headquarters: Seattle, Washington
CRD number: 329
Registered since: June 13, 2001
Website: russellinvestments.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
Client types: State / Municipal Government64.19%
Pension & Profit Sharing Plans23.2%
Charitable Organizations11.79%
Pooled Investment Vehicles0.29%
Other Investment Advisers0.29%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Russell Investments operates as a limited liability company that registers with the SEC (registration active since 2001) and serves primarily institutional clients. The firm combines broker‑dealer activity with roles as a CPO/CTA and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its fee arrangements are varied and include percentage‑of‑AUM fees, fixed fees, commissions, performance‑based fees and other fee types. The organization identifies itself as an active ESG investor and lists ownership as a domestic entity and individual. The firm is not classified as a capital allocator in the provided data; instead it uses third‑party external managers across multiple alternative and traditional strategies and participates in sponsorship and management roles for pooled vehicles.