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FREDRIC E. RUSSELL INVESTMENT MANAGEMENT CO.
XXEC INC
CRD 108886 · SEC 801-114089
2200 SOUTH UTICA PLACE, SUITE 430, TULSA, OK, 74114, United States
Phone
918-743-5959
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.5M
Discretionary AUM
$137.5M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $81.2M |
| High net worth individuals | 46 | $41.3M |
| Pension/profit sharing plans | 5 | $14.9M |
States served
CO, NY, OK, TX
All web addresses on file
Official SEC filing: View on IAPD