Rowling & Associates

Rowling & Associates (CRD# 160864) is a financial advisory firm headquartered in San Diego, CA. They manage $247,054,784 in 846 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    846
    ACCOUNTS
  • Average Account Value
    $292,027
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MI

Financial Advisors at Rowling & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Stephen A. Doster
CRD#: 5693487
8889 Rio San Diego Dr. Ste 202, San Diego, CA 92108
96
Wealthminder
score

Stephen Doster (CRD# 5693487) is an Investment Advisor Representative working at Rowling & Associates in San Diego, CA and has over 7 years of experience in the finance industry. Stephen Doster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sheryl L. Rowling
CRD#: 2663450
8889 Rio San Diego Dr. Ste 202, San Diego, CA 92108
87
Wealthminder
score

Sheryl Rowling (CRD# 2663450) is an Investment Advisor Representative working at Rowling & Associates in San Diego, CA and has 1 year of experience in the finance industry.

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