Last updated: November 16th, 2019. Data source: SEC filings.
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 $4.5 billion and provides investment advisory services for 1,247 clients (1:90 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Top Advisor||William Giles Beamer|
|Avg Advisor Trust Score||97|
|Avg Advisor Years Registered||5|
|Average Client Balance||$3,582,838|
|Total AUM||$4.5 billion|
|Advisor / Client Ratio||1:90|
|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|