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Michael Russo Ltd

● SEC registered since 2019CRD 142810SEC# 801-116908Mokena, IL
Export (members)
Reg. AUM
$248.8M
Employees
7
Accounts
1,760
Location
Mokena, IL

Michael Russo Ltd assets under management

Michael Russo Ltd operates as an SEC-registered investment adviser based in Mokena, IL. The firm has been registered since 2019. It reports $248.8 million in regulatory assets under management and employs 7 people.

Michael Russo Ltd owners & executives

5 reported
NameTitleOwnershipSince
Michael a. Russo 2006 Trust ControlShareholderOver 75%2025
Michael Anthony Russo ControlPresident And Chief Executive OfficerUnder 5%2006
Steven Michael JacobsonChief Compliance Officer, Chief Operations OfficerUnder 5%2006
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Frequently asked questions

How much does Michael Russo Ltd manage?

Michael Russo Ltd reports $248.8 million in regulatory assets under management on its Form ADV.

How many employees does Michael Russo Ltd have?

Michael Russo Ltd reports 7 employees.

Where is Michael Russo Ltd located?

Michael Russo Ltd is based in Mokena, IL and has been SEC-registered since 2019.

Does Michael Russo Ltd disclose fund performance?

Michael Russo Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19015 S. Jodi Rd., Suite G, Mokena, IL 60448
Phone708-478-7190
Fax708-478-7191
Office hours8:30a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$248.8M
Non-discretionary$0
Total (RAUM)$248.8M