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DEAN ROLAND RUSSELL, LLC
CRD 109480 · SEC 801-56225
16880 WEST BERNARDO DRIVE, SUITE 170, SAN DIEGO, CA, 92127, United States
Phone
858-485-8547
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$351.2M
Discretionary AUM
$351.2M
Team
6 total employees; 4 advisory reps; 169 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $12.5M |
| High net worth individuals | 138 | $337.8M |
| Pension/profit sharing plans | 1 | $857K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD