R
$10.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-22-1994
- Office Locations
- 1
Office Locations
3500 W. Olive Avenue, #300 Burbank CA
About Russell DOE Financial Services
Russell DOE Financial Services is a Burbank-based RIA. The firm has been operating for 32 years. Managing $10.0M in total assets under management, They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
32yrs Firm Age
Insights
Available
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
RUSSELL TUPPER DOE
Owner
- CRD
- #1974335
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,000,000 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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