T
$14.4M Total AUM
$14.4M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2003
- Office Locations
- 1
Office Locations
101 W Renner Road Suite 445 Richardson TX
About Tuggle & Russell, L.l.c.
Tuggle & Russell, L.L.C. is a Richardson, TX RIA serving busy professionals and entrepreneurs with discretionary portfolio management and comprehensive planning (tax, estate, insurance, and investment planning). Portfolios emphasize ETFs and mutual funds alongside cash management with a risk-management focus, with primary custody at Charles Schwab.
Team overview
-- AVG AGE
$14.4M AVG AUM / ADVISOR
$352.3K AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Z
ZETA LOIS RUSSELL
Advisor, Chief Compliance Officer
- CRD
- #3077962
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,445,771 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,445,771 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing