Dowling & Yahnkeverified_user

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Last updated: February 18th, 2020. Data source: SEC filings.

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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 $4.7 billion and provides investment advisory services for 1,271 clients (1:91 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 8
Percentage of Advisors Trusted 67%
Minimum Investment $1,000,000
Average Client Balance $3,721,689
Total AUM $4.7 billion
Advisor / Client Ratio 1:91
Headquarters San Diego, CA
SEC Filings View SEC IAPD CRD #107672
State(s) Registered AZ, CA, CO, FL, IL, MA, NV, NY, NC, OR, TX, VA, WA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.