MICHAEL RUSSO LTD
Legal name: CHICAGO INVESTMENT ADVISORY GROUP
CRD #142810 SEC #801-116908 MOKENA, IL 708-478-7190
SEC Registered
Total AUM
$248.8M
Discretionary
$248.8M
Employees
7
Clients
0
Accounts
1,760
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $248.8M | $248.8M | $0 | 7 | 0 |
| Jan 2025 | $212.5M | $212.5M | $0 | 6 | 0 |
| Aug 2024 | $212.5M | $212.5M | $0 | 6 | 0 |
| Mar 2024 | $212.5M | $212.5M | $0 | 6 | 0 |
| Sep 2023 | $168.4M | $168.4M | $0 | 7 | 0 |
| Jul 2023 | $168.4M | $168.4M | $0 | 7 | 0 |
| Mar 2023 | $168.4M | $168.4M | $0 | 7 | 0 |
| Dec 2022 | $180.8M | $180.8M | $0 | 6 | 0 |
| Mar 2022 | $180.8M | $180.8M | $0 | 6 | 0 |
| Feb 2021 | $138.9M | $138.9M | $0 | 6 | 0 |
| Jun 2020 | $123.4M | $123.4M | $0 | 5 | 0 |
| Mar 2020 | $123.4M | $123.4M | $0 | 5 | 0 |
| Jun 2019 | $112.1M | $112.1M | $0 | 3 | 0 |
| Feb 2012 | $41.6M | $41.6M | $0 | 1 | 300 |
| Feb 2012 | $41.6M | $41.6M | $0 | 1 | 300 |
| Apr 2011 | $37.3M | $37.3M | $0 | 5 | -- |
| Mar 2011 | $37.3M | $37.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$248.8M
Discretionary$248.8M
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2023
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2019
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2012
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees1
Clients300
DateApr 2011
Total AUM$37.3M
Discretionary$37.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$37.3M
Discretionary$37.3M
Non-Disc.$0
Employees5
Clients--