Overview
Assets Under Management: $150 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 41
Average Client Assets: $2.7 million
Frequently Asked Questions
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108886), FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. is subject to fiduciary duty under federal law.
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. is headquartered in TULSA, OK.
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. serves 41 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. offers portfolio management for individuals. View all service details ↓
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. manages $150 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.53%
Average Client Assets: $2.7 million
Total Client Accounts: 85
Discretionary Accounts: 85
Regulatory Filings
CRD Number: 108886
Filing ID: 1946183
Last Filing Date: 2025-02-27 11:22:00