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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||8|
|Percentage of Advisors Trusted||67%|
|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|