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Building 2DEAN ROLAND RUSSELL, LLC

Map pinSAN DIEGO, CA
Phone858-485-8547
NotebookSEC #801-56225
Total AUM
$351.2M
Employees
6
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16880 WEST BERNARDO DRIVE, SUITE 170
SAN DIEGO
CA 92127
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
858-485-8547

ReceiptFinancials

Total AUM
$351.2M
Accounts
555
Discretionary
$351.2M
Accounts
555
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$12.5M
HNW Individual Clients
138
AUM
$337.8M
Pension/Profit Sharing Plan Clients
1
AUM
$856.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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