Dean Roland Russell Revenue

Investment Management • San Diego, California, United States • 1-10 Employees

Dean Roland Russell revenue & valuation

Annual revenue	$19,000,000
Revenue per employee	$3,783,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$60,600,000
Total funding	No funding

Key Contact at Dean Roland Russell

Mary Dean

Founder and "fee only" financial planner

Company overview

Headquarters	16885 West Bernardo Drive, Suite 209, San Diego, CA 92127, US
Phone number	+18584858547
Website	drrwealth.com
NAICS	5231
SIC	628
Keywords	Comprehensive Financial Planning, Wealth Management, Investment Management, Tax Minimization
Employees	1-10
Socials

Dean Roland Russell Email Formats

Dean Roland Russell uses 2 email formats. The most common is {first initial} (e.g., j@drrwealth.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}	j@drrwealth.com	85.7%
{first name}	john@drrwealth.com	14.3%

About Dean Roland Russell

At Dean Roland Russell, we take an integrated approach to wealth management. We begin by listening attentively to learn what is most important to you. We then guide you through strategic decision making based upon your personal goals, family dynamics, and charitable legacies. The investment portfolio we built for you is well-diversified and designed to maximize after-fee, after-tax, risk-adjusted returns. We focus on the elements of wealth management that are controllable such as asset allocation and location, market efficiency, costs, and taxation. We then continually monitor your portfolio and make changes as needed to respond to market movement and changes in your personal life affecting your financial plan. We believe advice is best given when having full knowledge of your complete financial picture. Our clients rely upon us for matters ranging from the routine to the extraordinary. No challenge is too great for us. We invite you to learn more about our wealth management services.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Dean Roland Russell has never raised funding before.

Dean Roland Russell Tech Stack

Discover the technologies and tools that power Dean Roland Russell's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

WP Rocket

Caching

Swiper

JavaScript libraries

Google Maps

Maps

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

Frequently asked questions

Dean Roland Russell is located in San Diego, California, US.

You can reach Dean Roland Russell at +18584858547.

Dean Roland Russell generates an estimated annual revenue of $18,913,998. This revenue figure reflects the company's market position and business performance in its industry.

Dean Roland Russell has an estimated valuation of $60,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Dean Roland Russell has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Dean Roland Russell

Mary Dean

Founder and "fee only" financial planner

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