Michael
Montemayor

Russell Investments

CRD#6366066
Investment Advisor
in Grapevine, TX

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About this Advisor

Michael Montemayor is a financial advisor based in Grapevine, Texas, working with Russell Investments. Michael has previously held positions at Sunamerica, Aig Capital Services, Inc, and Russell Investments. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in the District of Columbia, Maryland, Texas, Virginia, Washington, and Wisconsin. Currently, Michael is part of Russell Investments, which operates out of Grapevine, Texas. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm 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 fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Grapevine, TX

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Russell Investments Brokerage Details

Total Assets Under Management

$52,480,583,056

TX Average: $3,566,627,242
Total Number of Employees

653

TX Average: 46
Total Number of Accounts

70,944

TX Average: 1,499
Average Account Size

$739,747

TX Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Montemayor Work History

2016 - Present (8 years)

Russell Investments

2014 - 2016 (2 years)

Sunamerica

2014 - 2016 (2 years)

Aig Capital Services, Inc

Disclosures

Please visit the SEC profile of Michael Montemayor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Russell Investments

Kevin Mcauliffe
Milwaukee, WI
Jack Swingle
West Des Moines, IA
Benjamin L'Empereur
Milwaukee, WI
Jared Hare
Milwaukee, WI
Jeffrey Christiansen
Milwaukee, WI
Martin Roche
Milwaukee, WI
Gregory Grocholski
Milwaukee, WI
Derek Hart
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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