DEAN ROLAND RUSSELL, LLC

16880 West Bernardo Drive, Suite 170
San Diego, California 92127
Tel: 858-485-8547

About DEAN ROLAND RUSSELL, LLC

DEAN ROLAND RUSSELL, LLC, formally registered with the SEC as DEAN ROLAND RUSSELL, LLC. The firm was established in 02/02/1999. They have over 1 offices throughout the country.

DEAN ROLAND RUSSELL, LLC is a San Diego, California based Financial Planning firm with nearly $288,496,337 assets under management, offering retirement planning & investment advisory services to 561 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109480
SEC#	801-56225
Assets Managed by Firm	$288,496,337
No. of Clients	561
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	561	$288,496,337
Individuals (other than high net worth individuals)	46	$13,125,410
High net worth individuals	128	$275,370,927

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