DEAN ROLAND RUSSELL, LLC

Overview

Dean Roland Russell, LLC is an independent, SEC‑registered RIA organized as an LLC and in business since 1999. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed‑fee engagements. The firm does not identify as an ESG investor, is not registered as a multi‑state adviser, and is not listed as a dedicated capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives