FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
  • FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
  • XXEC INC

Adviser Profile

As of Date 06/04/2026
Registration SEC, Approved, 10/05/2018
Other registrations (2)
ADV Location TULSA, OK, United States
Contact Info 918 xxxxxxx
Websites
AUM* 137,477,365 -13%
of that, discretionary 137,477,365 -13%
Number of Employees 4 -20%
of those in investment advisory functions 1 -67%
Private Fund GAV* 0
Avg Account Size 1,018,351 -8%
% High Net Worth 54.76% 19%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

178M 152M 127M 101M 76M 51M 25M
2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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