Russell Investments
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Overview
Russell Investments is located at 1301 Second Avenue, Seattle, WA. The firm employs 115 financial advisors to manage client portfolios and provide financial guidance. Russell Investments is not a registered broker-dealer.
Russell Investments oversees $52.5 billion in assets under management across 70,944 accounts, of which 70,941 are discretionary and 3 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, other investment advisers, and corporations, with retail investors being the largest client type by accounts. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees. The firm has 262 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, pension consultant, and commodity pool advisor.
Russell Investments is registered in the states of Alabama, California, Colorado, Connecticut, Delaware, Alaska, Arizona, Arkansas, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Russell Investments by the Numbers
$52.5 billion
653
70,944
$739.7 thousand
Products and Services
Russell Investments offers a variety of services, which can consist of portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. However, Russell Investments did not provide financial planning services to any of its accounts in the prior fiscal year. It does not sell products or offer services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically vary depending on the services offered. Fees billed by Russell Investments can include any combination of the following fee types: asset-based, fixed, performance-based, or other. The company participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company manages money for a broad range of customers. It caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, other investment advisers, and corporations. Out of its 8 clients, Russell Investments's biggest client group by number of accounts is investment companies, although it also serves 262 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 0.37%
- Other Individuals - 98.87%
- Corporations - 0.6%
- Charitable Organizations - 0.16%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Russell Investments does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Russell Investments
West Des Moines, IA
Milwaukee, WI
Milwaukee, WI
Seattle, WA
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Seattle, WA
Milwaukee, WI
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