Dean Roland Russell

  • Investment Bank/Securities Brokerage
  • San Diego CA
  • 6 employees
  • Investment Management
Get Full Info

Company Overview

Headquarters
10815 Rancho Bernardo Rd Ste 230, San Diego CA
Website
drrwealth.com
Phone
(858) 485-8547
Employees
6
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 54 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 541 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
More Details

Financials & Stats

Revenue

$1B

More Financials

Who is Dean Roland Russell

Dean Roland Russell is a privately held investment management firm based in San Diego, California. The firm employs six people and generates annual revenue of $1 million. Dean Roland Russell provides comprehensive wealth management services tailored to individual client needs. Their approach involves a thorough understanding of a client's financial goals, family dynamics, and philanthropic aspirations. The firm constructs diversified investment portfolios designed to maximize after-fee, after-tax, risk-adjusted returns. Dean Roland Russell focuses on managing controllable elements of wealth management such as asset allocation, market efficiency, costs, and taxation. They continually monitor client portfolios, making adjustments in response to market fluctuations and personal life changes that may impact financial plans. For more information about Dean Roland Russell's wealth management services, visit their website at drrwealth.com.

Company Leadership

Marc Roland

Managing Partner | CCO | Portfolio Manager

Phone Email
Andrew CFP®

Managing Partner

Phone Email

Dean Roland Russell Industry Tags

Wealth Management
Comprehensive Financial Planning
Investment Management
Tax Minimization
Investment Bank/Securities Brokerage
Management Investment
Open-ended
View All Industry Tags

Dean Roland Russell Tech Stack

JavaScript
HTML
PHP
View All Tech Stack

Companies Similar to Dean Roland Russell

Analyze industry trends and opportunities by examining competitors and companies comparable to Dean Roland Russell, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
1M 5 Portland, ME 1958
1M 3 New York, NY 2017
1M 5
1M 11 2015
1M 7 New York, NY 2001
View More Companies

FAQ

What is the location of Dean Roland Russell's headquarters?
The headquarters of Dean Roland Russell are situated at 10815 Rancho Bernardo Rd Ste 230, San Diego CA
What is Dean Roland Russell's phone number?
Dean Roland Russell's contact number is (858) 485-8547.
What is Dean Roland Russell's official website?
The official website of Dean Roland Russell can be found at drrwealth.com.
What is Dean Roland Russell's current revenue?
As of January 2015, Dean Roland Russell's annual revenue reached $1B.
How many employees does Dean Roland Russell currently have?
Dean Roland Russell employs approximately 6+ people as of January 2015
Which industries is Dean Roland Russell primarily operating in?
Dean Roland Russell operates in the following industries: Investment Management
Who is the Managing Partner | CCO | Portfolio Manager of Dean Roland Russell?
Dean Roland Russell's Managing Partner | CCO | Portfolio Manager is Marc Roland
What are Dean Roland Russell's industry tags?
Dean Roland Russell's industry tags include: Wealth Management, Comprehensive Financial Planning, Investment Management

Employee Directory

Key Employees

Andrew Russell

Managing Partner

Phone Email