Georges
Wakim
Russell Investments
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About this Advisor
Georges Wakim is a financial advisor based in Milwaukee, Wisconsin, working with Russell Investments. Georges has previously held positions at Northwestern Mutual Life Insurance Company, Wheaton Franciscan Healthcare, Northwestern Mutual Investment Services, LLC, and Russell Investments. Georges has passed the Series 66 regulatory exam and is registered to provide services in Washington and Wisconsin. Currently, Georges is part of Russell Investments, which operates out of Milwaukee, Wisconsin. 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
Services Offered
Fee Structure
Office Location
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Russell Investments Brokerage Details
$52,480,583,056
653
70,944
$739,747
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
Georges Wakim Work History
Russell Investments
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Wheaton Franciscan Healthcare
Disclosures
Please visit the SEC profile of Georges Wakim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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