DEAN ROLAND RUSSELL, LLC
CRD #109480 SEC #801-56225 SAN DIEGO, CA 858-485-8547
SEC Registered
Total AUM
$314.1M
Discretionary
$313.3M
Employees
7
Clients
101
Accounts
556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $314.1M | $313.3M | $753.7K | 7 | 169 |
| Mar 2024 | $288.5M | $288.5M | $0 | 5 | 0 |
| Mar 2023 | $266.6M | $266.6M | $0 | 5 | 0 |
| Apr 2022 | $303.7M | $303.7M | $0 | 5 | 0 |
| Feb 2022 | $303.7M | $303.7M | $0 | 5 | 0 |
| Feb 2021 | $306.9M | $306.9M | $0 | 5 | 0 |
| May 2020 | $308.4M | $305.8M | $2.6M | 4 | 0 |
| Feb 2020 | $308.4M | $305.8M | $2.6M | 4 | 0 |
| Mar 2019 | $248.5M | $246.5M | $2.1M | 4 | 0 |
| Mar 2018 | $242.7M | $240.4M | $2.3M | 4 | 0 |
| Mar 2017 | $214.2M | $211.4M | $2.8M | 4 | 200 |
| Mar 2017 | $214.2M | $211.4M | $2.8M | 4 | 200 |
| Dec 2016 | $202.7M | $200.9M | $1.8M | 4 | 200 |
| Mar 2016 | $202.7M | $200.9M | $1.8M | 4 | 200 |
| Mar 2015 | $206.3M | $204.5M | $1.9M | 4 | 200 |
| Mar 2014 | $186.9M | $185.2M | $1.7M | 4 | 200 |
| Mar 2013 | $125.9M | $124.5M | $1.4M | 4 | 100 |
| Mar 2012 | $103.1M | $96.8M | $6.3M | 1 | 26 |
| Jan 2012 | $100.8M | $94.8M | $6M | 1 | 26 |
| Jan 2012 | $100.8M | $94.8M | $6M | 1 | 26 |
| Jun 2010 | $92.3M | $86.5M | $5.8M | 5 | -- |
| Mar 2010 | $92.3M | $86.5M | $5.8M | 5 | -- |
| Apr 2007 | $104.6M | $96.9M | $7.7M | 5 | -- |
| Mar 2007 | $104.6M | $96.9M | $7.7M | 5 | -- |
| Jun 2005 | $88M | $79.7M | $8.3M | 5 | -- |
| Mar 2004 | $76.1M | $65.8M | $10.4M | 5 | -- |
| Apr 2002 | $63.6M | $53.8M | $9.8M | 5 | -- |
DateMar 2025
Total AUM$314.1M
Discretionary$313.3M
Non-Disc.$753.7K
Employees7
Clients169
DateMar 2024
Total AUM$288.5M
Discretionary$288.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$266.6M
Discretionary$266.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$306.9M
Discretionary$306.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$308.4M
Discretionary$305.8M
Non-Disc.$2.6M
Employees4
Clients0
DateFeb 2020
Total AUM$308.4M
Discretionary$305.8M
Non-Disc.$2.6M
Employees4
Clients0
DateMar 2019
Total AUM$248.5M
Discretionary$246.5M
Non-Disc.$2.1M
Employees4
Clients0
DateMar 2018
Total AUM$242.7M
Discretionary$240.4M
Non-Disc.$2.3M
Employees4
Clients0
DateMar 2017
Total AUM$214.2M
Discretionary$211.4M
Non-Disc.$2.8M
Employees4
Clients200
DateMar 2017
Total AUM$214.2M
Discretionary$211.4M
Non-Disc.$2.8M
Employees4
Clients200
DateDec 2016
Total AUM$202.7M
Discretionary$200.9M
Non-Disc.$1.8M
Employees4
Clients200
DateMar 2016
Total AUM$202.7M
Discretionary$200.9M
Non-Disc.$1.8M
Employees4
Clients200
DateMar 2015
Total AUM$206.3M
Discretionary$204.5M
Non-Disc.$1.9M
Employees4
Clients200
DateMar 2014
Total AUM$186.9M
Discretionary$185.2M
Non-Disc.$1.7M
Employees4
Clients200
DateMar 2013
Total AUM$125.9M
Discretionary$124.5M
Non-Disc.$1.4M
Employees4
Clients100
DateMar 2012
Total AUM$103.1M
Discretionary$96.8M
Non-Disc.$6.3M
Employees1
Clients26
DateJan 2012
Total AUM$100.8M
Discretionary$94.8M
Non-Disc.$6M
Employees1
Clients26
DateJan 2012
Total AUM$100.8M
Discretionary$94.8M
Non-Disc.$6M
Employees1
Clients26
DateJun 2010
Total AUM$92.3M
Discretionary$86.5M
Non-Disc.$5.8M
Employees5
Clients--
DateMar 2010
Total AUM$92.3M
Discretionary$86.5M
Non-Disc.$5.8M
Employees5
Clients--
DateApr 2007
Total AUM$104.6M
Discretionary$96.9M
Non-Disc.$7.7M
Employees5
Clients--
DateMar 2007
Total AUM$104.6M
Discretionary$96.9M
Non-Disc.$7.7M
Employees5
Clients--
DateJun 2005
Total AUM$88M
Discretionary$79.7M
Non-Disc.$8.3M
Employees5
Clients--
DateMar 2004
Total AUM$76.1M
Discretionary$65.8M
Non-Disc.$10.4M
Employees5
Clients--
DateApr 2002
Total AUM$63.6M
Discretionary$53.8M
Non-Disc.$9.8M
Employees5
Clients--