Dean Roland Russell, LLC
Dean Roland Russell, LLC is an SEC-registered wealth manager in San Diego, CA with $351.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Dean Roland Russell, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109480, SEC 801-56225, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $351.2M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 176
- CRD
- 109480
- Ownership
- DEAN, MARY, KATHERINE; ROLAND, MARC, ROBERT; RUSSELL, ANDREW, CHARLES
How much AUM does Dean Roland Russell, LLC have?
Dean Roland Russell, LLC reported $351.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Dean Roland Russell, LLC?
Disclosed owners and executives of Dean Roland Russell, LLC include DEAN, MARY, KATHERINE, ROLAND, MARC, ROBERT, RUSSELL, ANDREW, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.