Paul
Izzo

Russell Investments

CRD#4714286
Investment Advisor
in Katy, TX

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About this Advisor

Paul Izzo is a financial advisor based in Katy, Texas, working with Russell Investments. Paul has previously held a position at Russell Investments. Paul has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Paul is part of Russell Investments, which operates out of Katy, 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 66

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

Katy, 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

Paul Izzo Work History

2009 - Present (15 years)

Russell Investments

Disclosures

Please visit the SEC profile of Paul Izzo 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

Jared Hare
Milwaukee, WI
Alexander Russo
Seattle, WA
Michael Montemayor
Grapevine, TX
Jack Swingle
West Des Moines, IA
Jeffrey Christiansen
Milwaukee, WI
Martin Roche
Milwaukee, WI
Benjamin L'Empereur
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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