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Clifford Russell, Inc. (New York)


Clifford Russell, Inc. is an adviser based in New York. It manages $85 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2001.

Clifford Russell provides financial planning services and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Clifford Russell: assets under management

The assets under management (AUM) of Clifford Russell, Inc. is $85 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $340 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Clifford Russell, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Clifford Russell, Inc. performs its advisory services is located at 450 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-758-6777 or by fax 212-758-6778. The normal business hours are 9 am- 5 pm on Monday - Friday.


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