Russell Investments Financial Services, LLC
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 21771
- Registered since
- April 4, 1988
- Website
- russellinvestments.com
Firm profile
FINTRXOverview
Russell Investments Financial Services, LLC is organized as a limited liability company and has been SEC-registered since 1988. In the FINTRX snapshot the entity is classified as unclassified and listed as a domestic entity/individual owner type. The record indicates the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Public Holdings
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
Owners & executives
3 of 8
Carlos Alvarez
Chief Compliance OfficerCRD 5689384
Zachary Buchwald
Chairman & CEOCRD 2784769
Cheryl Wichers
Chief Compliance OfficerCRD 3232164
Contacts
3 of 108Roman Samuels
Regional DirectorCRD 6040795
Jacob Straseske
Associate Regional DirectorCRD 6510792
Chad Balcom
Regional DirectorCRD 4594745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$25.5M in ETFs
100%
$25.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| Aberdeen Standard Platinum ETF Trust (PPLT) | Aberdeen Investments | Passive | Commodities Focused | $25.5M | 282,939 | 100.00% |
Location
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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