Dowling & Yahnke Review

Trust Score 99%
Trust Score 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 $3.8 billion and provides investment advisory services for 1,201 clients (1:86 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Avg Account Balance $3,188,365
Hybrid Advisor No
Disciplinary History No
Total AUM $3.8 billion
Advisor / Client Ratio 1:86
Headquarters San Diego, CA
SEC Filings Forms and Brochures
State(s) Registered AZ, CA, CO, FL, IL, MA, NV, NY, NC, OR, TX, VA, WA

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