Be advised. This firm is no longer registered.

Dowling & Yahnke, LLC

Dowling & Yahnke, LLC (CRD# 107672) is a financial advisory firm headquartered in San Diego, CA. They manage $6,113,330,197 in 4,834 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,113
    MILLION
  • Total Number of Accounts
    4,834
    ACCOUNTS
  • Average Account Value
    $1,264,653
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CT, FL, IL, MA, MD, NC, NJ, NV, NY, OR, TN, TX, UT, VA, WA

Financial Advisors at Dowling & Yahnke, LLC
No Advisor Found.
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