Russell Investments

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
569
Advisory reps
6

Firm details

Headquarters
Seattle, Washington
CRD number
335782
Registered since
May 6, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Russell Investments is organized as a limited liability company and is registered with the SEC as an institutional registered investment adviser. The firm targets institutional clients and provides portfolio management services for investment companies. Its compensation arrangements include both a percentage-of-assets model and performance-based fees. FINTRX flags the firm as a related adviser and indicates it does not identify as an active ESG investor. Industry affiliations reported for the firm are broad: broker-dealer, other investment adviser, CPO/CTA, banking or thrift institution, trust company, pension consultant, and sponsor/GP/managing member of pooled investment vehicles. Those roles suggest the firm operates across advisory, sponsorship and intermediary functions rather than only as a standalone discretionary manager.

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

Owners & executives

3 of 5
  • Amy E Curran

    Chief Compliance OfficerCRD 4876594

  • Howard Brian Surloff

    Howard Brian Surloff

    Chief Legal OfficerCRD 7525747

  • Mark David Paltrowitz

    Managing Director & Chief Risk OfficerCRD 2787627

Unlock 2 more executives

Contacts

1 of 1
  • Vernon Barback

    Vernon Barback

    Vice ChairmanCRD 4347165

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth