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| Happy Holidays!! thanks for using AUM13F!! |
| Michael Russo Ltd
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| CRD # | 142810 |
| SEC # | 801-116908 |
| CIK # | |
| AUM | $248.8 M (2025-03-24) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 708-478-7190 |
| Address | 19015 S Jodi Rd, Suite G Mokena, IL 60448 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 687 | 171.5 |
| (b) Individuals (high net worth individuals) | 26 | 77.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,760 | 248.8 |
| By Discretionary | ||
| Discretionary | 1,760 | 248.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,760 | 248.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 248.4 | |
| Total | 1,760 | 248.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Copley Investment Management LLC
✚
|
0.2 | |
|
Hickory Asset Management Inc
✚
|
OH | 0.2 |
|
Spectrum Strategic Capital Management LLC
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OR | 0.2 |
|
Councilmark Asset Management LLC
✚
|
TN | 0.2 |
|
Caruso McLean & Co Inc
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|
NY | 0.2 |
|
Octavia Investments LLC
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|
0.2 | |
|
Marmo Financial Group LLC
✚
|
TN | 0.2 |
|
Epic Trust Investment Advisors LLC
✚
|
WA | 0.2 |
|
Delta Capital Management LLC
✚
|
NJ | 0.2 |
|
Gold Medal Waters Inc
✚
|
0.2 |