RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DEAN, MARY, KATHERINEISOLE PROPRIETOR/CHIEF COMPLIANCE OFFICERE Control
DEAN, MARY, KATHERINEISOLE PROPRIETORE Control
DEAN, MARY, KATHERINEISOLE PROPRIETOR/CHIEF COMPLIANCE OFFICERE Control
DEAN, MARY, KATHERINEISOLE PROPRIETOR/CHIEF COMPLIANCE OFFICERE Control
DEAN, MARY, KATHERINEISOLE PROPRIETOR/CHIEF COMPLIANCE OFFICERE Control
DEAN, MARY, KATHERINEISOLE PROPRIETORE Control
DEAN, MARY, KATHERINEISOLE PROPRIETOR/CCOE Control
DEAN, MARY, KATHERINEIMANAGING MEMBERD Control
DEAN, MARY, KATHERINEIMANAGING MEMBERD Control
DEAN, MARY, KATHERINEIMANAGING MEMBERD Control
DEAN, MARY, KATHERINEIMANAGING MEMBERD Control
DEAN, MARY, KATHERINEIMANAGING MEMBERD Control
DEAN, MARY, KATHERINEIMANAGING MEMBERD Control
DEAN, MARY, KATHERINEIMANAGING MEMBERD Control
DEAN, MARY, KATHERINEIMANAGING MEMBERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERD Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
ROLAND, MARC, ROBERTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERB Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERB Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERB Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERB Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERB Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERB Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERB Control
RUSSELL, ANDREW, CHARLESIMANAGING MEMBERB Control

Registrations

Federal

IA
Mar 24, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

16880 WEST BERNARDO DRIVE, SUITE 170
SAN DIEGO, CA 92127
United States
Phone: 858-485-8547