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).
Current Firm Details
By the Numbers
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Total Assets Under Management6,113MILLION
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Total Number of Accounts4,834ACCOUNTS
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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
Registered Investment Advisor
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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