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| Keyboard |
| Michael Russo Ltd
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|---|---|
| CRD # | 142810 |
| SEC # | 801-116908 |
| CIK # | |
| AUM | 275.1 M (2026-03-20) |
| 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) | 697 | 152.1 |
| (b) Individuals (high net worth individuals) | 54 | 113.7 |
| (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 | 6 | 9.2 |
| (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 | 1,910 | 275.1 |
| By Discretionary | ||
| Discretionary | 1,910 | 275.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,910 | 275.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 274.7 | |
| Total | 1,910 | 275.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
NorthStar Financial Planning LLC
✚
|
NH | 275.8 M |
|
Intrack Investment Management Inc
✚
|
VT | 275.7 M |
|
Challenger Wealth Management
✚
|
CA | 275.5 M |
|
Spectrum Strategic Capital Management LLC
✚
|
OR | 275.4 M |
|
4wealth Advisors Inc
✚
|
IL | 275.3 M |
|
KAI Wealth LLC
✚
|
IL | 275.2 M |
|
Roserock Wealth Management LLC
✚
|
TX | 275.0 M |
|
Cushing Capital Partners LLC
✚
|
WI | 274.7 M |
|
1492 Capital Management LLC
✚
|
WI | 274.6 M |
|
Berry Wealth Group LP
✚
|
TX | 274.5 M |