Russell Institutional Services Inc. (Tacoma)

Russell Institutional Services Inc. is a large advisory firm based in Tacoma. It manages $6.28 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Connecticut, Florida, Illinois, and 5 other states.

Russell Institutional Services provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting 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.

Russell Institutional Services: assets under management

The assets under management (AUM) of Russell Institutional Services Inc. is $6.28 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.28 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $784.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Russell Institutional Services Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Russell Institutional Services Inc.

Harold Frederick Strong has been acting as President since 1 Jul 2004. Jonathan R Bailie joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John David Griswold	Director, assistant secretary and associate general counsel	1 Nov 1994	Other	2022655
Frank Russell Company	Corporate parent	1 Nov 1994	75% - 100%	91-1175091
Kristin Louise Gaerttner	Chief compliance officer	1 Jun 2004	Other	2702134
Harold Frederick Strong	Director	1 Jul 2004	Other	1007320
Brian C. Golob	Director; director of business operations, institutional investment services	1 Jul 2004	Other	4716007
H Paul Jr Reynolds	Director, president & managing director - institutional investor services	1 Apr 2005	Other	1741390
Robert Thomas Werner	Director; director of portfolio implementation	1 Apr 2005	Other	2661924
Deedra S Walkey	Secretary and us general counsel	1 Jan 2006	Other	5108807
Brenda Mary Ballinger	Senior finance officer and treasurer	1 Feb 2006	Other	4947124
Douglas Roger Whittle	Chief compliance officer - broker dealer matters	1 Aug 2007	Other	2190231
Paula Burgess	Chief compliance officer - investment advisory matters	1 Aug 2007	Other	5397793
Jonathan R Bailie	Director	1 Nov 2007	Other	5447055
Herschel Victor Iv Leverett	Director	1 Nov 2007	Other	2623408

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
The Northwestern Mutual Life Insurance Company	Corporate parent	1 Jan 1999	75% - 100%	39-0509570

Based in Tacoma

The principal office where Russell Institutional Services Inc. performs its advisory services is located at 909 A Street, Tacoma, WA 98402 The mailing address of the firm is P.O. 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 253-591-3495. The normal business hours are 8:00 am - 5:00 pm pst on Monday - Friday.