Dowling & Yahnke Dowling & Yahnke Verified

Trust Score 99%
Trust Score  info_outline

Dowling & Yahnke, federally registered in 1987, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 14 advisors. Dowling & Yahnke manages $4.4 billion and provides investment advisory services for 1,239 clients (1:89 advisor/client ratio). This firm does not have a disciplinary history.

open_in_new phone 858-509-9500

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor William Giles Beamer
Avg Advisor Trust Score 97
Avg Advisor Years Registered 6
Minimum Investment $1,000,000
Average Client Balance $3,516,034
Total AUM $4.4 billion
Advisor / Client Ratio 1:89
Headquarters San Diego, CA
SEC Filings Forms and Brochures    (CRD # 107672)
State(s) Registered AZ, CA, CO, FL, IL, MA, NV, NY, NC, OR, TX, VA, WA

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