DBA: FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
| Total AUM | $150.4M |
| Discretionary | $150.4M100% of AUM |
| Client Accounts | 85 |
| Avg Account Size | $1.8M |
| Employees | 5 |
| Peak AUM | $177.6MMar 2022 |
| AUM CAGR | +6.0% /yrover 24 yrs · 37 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $150M | 5.0% | 5.5% | +5.5% | |
| Discretionary AUM | |||||
| Total AUM | $150.4M |
| Discretionary | $150.4M |
| Employees | 5 |
| Client Accounts | 85 |
| Client Range | 0 |
Address
2200 SOUTH UTICA PLACE
TULSA OK 74114
Phone
918-743-5959
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$150M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$150M
| $150M |
| 5.0% |
| 5.5% |
| +5.5% |
| Total Accounts | 85 | 40.6% | 20.2% | 8.8% |
| Avg Account Size | $2M | +59.8% | +18.3% | +15.7% |
| Employees | 5 | 0.0% | +8.0% | +10.8% |
| AUM / Employee | $30M | 5.0% | 12.5% | 4.8% |
Client AUM Segments | |||||
| Wealth AUM | $129M | 4.9% | 6.6% | +5.0% | |
| Institutional AUM | $21M | 5.5% | +2.4% | +8.9% | |
Client Count Segments | |||||
| HNW Clients | 36 | 10.0% | 17.9% | 15.6% | |
| Institutional | 8 | 0.0% | 10.3% | 0.0% | |
| Individuals | 41 | 0.0% | +4.6% | 0.9% | |