CRD: 121914
George Edward Russell DBA Russell AND Company
Columbus, IN
8125523395
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
41 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-20-1984
- Office Locations
- 1
Office Locations
-- Columbus IN
About George Edward Russell DBA Russell AND Company
George Edward Russell DBA Russell AND Company is a Columbus-based RIA. The firm has been operating for 41 years. Managing $4.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
18.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
41yrs Firm Age
Insights
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Owner & Executives
G
GEORGE EDWARD RUSSELL MR.
Broker, Owner
- CRD
- #4570722
- Ownership
- 75% or more
(675) 641-4154
oak.capital@signalcapital.com
in linkedin.com/in/peak-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,874,740,660 | 100.0% |
| Total | $3,874,740,660 | 100.0% |