$351.2M Total AUM
$351.2M Disc. AUM
9.9% 3Y CAGR
6 Employees
345 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-02-1999
- Office Locations
- 1
Office Locations
16880 West Bernardo Drive, Suite 170 SAN Diego CA
About Dean Roland Russell, LLC
Dean Roland Russell Family Wealth Management is a San Diego fee-only advisory serving high-net-worth families and individuals. The team provides integrated planning and ongoing monitoring across investment strategy, tax and estate coordination, executive compensation, and IRA distribution planning for clients and heirs. Notable for multidecade client relationships dating to 1985.
Team overview
51 AVG AGE
$87.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
10.1 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARC ROBERT ROLAND
Chief Compliance Officer, Managing Member
- CRD
- #4156680
- Ownership
- 50% but less than 75%
Available
Available
Available
A
ANDREW CHARLES RUSSELL
Managing Member, Partner
- CRD
- #4046929
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
J
Juliana Guerra
--
- CRD
- #8063894
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $351,202,738 | $632,798 |
| Non-Discretionary | $0 | -- |
| Total | $351,202,738 | $632,798 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing