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Home > Retirement Planners > oklahoma > tulsa > FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
2200 South Utica Place
Suite 430
Tulsa, Oklahoma 74114
Tel: 918-743-5959
About FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
FREDRIC E RUSSELL INVESTMENT MANAGEMENT CO, formally registered with the SEC as FREDRIC E RUSSELL INVESTMENT MANAGEMENT CO. The firm was established in 10/05/2018. They have over 1 offices throughout the country.
FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO. is a Tulsa, Oklahoma based Financial Planning firm with nearly $150,427,485 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108886 |
| SEC# | 801-114089 |
| Assets Managed by Firm | $150,427,485 |
| No. of Clients | 85 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 85 | $150,427,485 |
| Individuals (other than high net worth individuals) | 36 | $18,653,104 |
| High net worth individuals | 41 | $110,608,353 |
| Pension and profit sharing plans | 5 | $14,329,116 |
| Corporations or other businesses | 3 | $6,836,912 |
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