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Dowling & Yahnke Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "support@investor.com". Views: 829 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Dowling & Yahnke, registered in 1987, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 23 advisors. Dowling & Yahnke manages $4.7 billion and provides investment advisory services for 1,271 clients (1:56 advisor/client ratio).

Trusted

Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 9
Minimum Investment $1,000,000
Average Client Balance $3,721,771
Total AUM $4.7 billion
Advisor / Client Ratio 1:56
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


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*SEC data last verified 05/28/2020. 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.


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