Dowling & Yahnkeverified_user

open_in_new Visit Site phone 858-509-9500

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

Views: 183. Downloads: 4. 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 $4.7 billion and provides investment advisory services for 1,271 clients (1:91 advisor/client ratio). This firm does not have a disciplinary history.

Trusted

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF



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.



×