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CHICAGO INVESTMENT ADVISORY GROUP
MICHAEL RUSSO LTD
CRD 142810 · SEC 801-116908
19015 S. JODI RD., SUITE G, MOKENA, IL, 60448, United States
Phone
708-478-7190
Fax
708-478-7191
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.1M
Discretionary AUM
$275.1M
Team
7 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 697 | $152.1M |
| High net worth individuals | 54 | $113.7M |
| Pension/profit sharing plans | 6 | $9.2M |
States served
AZ, IL, IN, NE, SC, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD