Michael Russo Ltd
● SEC registered since 2019CRD 142810SEC# 801-116908Mokena, IL
Reg. AUM
$275.1M
Employees
7
Accounts
1,910
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 $275.1 million in regulatory assets under management and employs 7 people.
Michael Russo Ltd owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael a. Russo 2006 Trust Control | Shareholder | Over 75% | 2025 |
| Michael Anthony Russo Control | President And Chief Executive Officer | Under 5% | 2006 |
| Steven Michael Jacobson | Chief Compliance Officer, Chief Operations Officer | Under 5% | 2006 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Michael Russo Ltd manage?
Michael Russo Ltd reports $275.1 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
| Address | 19015 S. Jodi Rd., Suite G, Mokena, IL 60448 |
| Phone | 708-478-7190 |
| Fax | 708-478-7191 |
| Office hours | 8:30a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$275.1M▲ 29%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$275.1Mregulatory AUM
Discretionary $275.1M