$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2017
- Office Locations
- 1
Office Locations
-- NEW Braunfels TX
About Russell Advisory Group, INC
Russell Advisory Group, INC is a NEW Braunfels-based RIA. The firm has been operating for 8 years. Managing $2.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$233.3K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Michael Lance Russell
Chief Executive Officer, Investment Advisor, President
- CRD
- #6767016
- Ownership
- 75% or more
Available
Available
Available
K
Kelley Anna Russell
CHIEF TECHNOLOGY OFFICER
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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