Overview
Assets Under Management: $249 million
Headquarters: MOKENA, IL
High-Net-Worth Clients: 26
Average Client Assets: $3 million
Frequently Asked Questions
MICHAEL RUSSO LTD 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 #142810), MICHAEL RUSSO LTD is subject to fiduciary duty under federal law.
MICHAEL RUSSO LTD is headquartered in MOKENA, IL.
MICHAEL RUSSO LTD serves 26 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, MICHAEL RUSSO LTD offers portfolio management for individuals and pension consulting services. View all service details ↓
MICHAEL RUSSO LTD manages $249 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, MICHAEL RUSSO LTD serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,760
Discretionary Accounts: 1,760
Regulatory Filings
CRD Number: 142810
Filing ID: 1964432
Last Filing Date: 2025-03-24 17:34:00
Website: https://ciag.us