Frank Russell Securities, Inc. is a large advisory firm based in Tacoma. It manages $14.07 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New York, Texas, Vermont, and Washington.
Frank Russell Securities provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Frank Russell Securities, Inc. is $14.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2565% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Frank Russell Securities, Inc. for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Karl J Ege has been acting as President since 1 Mar 1999. Gregory Paul Gilbert joined the executive team most recently as the Managing Director.
The principal office where Frank Russell Securities, Inc. performs its advisory services is located at 909 A Street, Tacoma, WA 98402 The mailing address of the firm is Po Box 1616, Tacoma, WA 98402 1616. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 253-572-9500 or by fax 253-596-2491. The normal business hours are 8:00 am - 5:00 pm pst on Monday - Friday. You can find more information about the New York firm at www.russell.com.