Overview
Assets Under Management: $4.1 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 996
Average Client Assets: $3.7 million
Frequently Asked Questions
DOWLING & YAHNKE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107672), DOWLING & YAHNKE, LLC is subject to fiduciary duty under federal law.
DOWLING & YAHNKE, LLC is headquartered in SAN DIEGO, CA.
DOWLING & YAHNKE, LLC serves 996 high-net-worth clients according to their SEC filing dated October 29, 2018. View client details ↓
According to their SEC Form ADV, DOWLING & YAHNKE, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
DOWLING & YAHNKE, LLC manages $4.1 billion in client assets according to their SEC filing dated October 29, 2018.
According to their SEC Form ADV, DOWLING & YAHNKE, LLC serves high-net-worth individuals. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 996
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.92%
Average Client Assets: $3.7 million
Total Client Accounts: 4,140
Discretionary Accounts: 4,140
Regulatory Filings
CRD Number: 107672
Filing ID: 1248473
Last Filing Date: 2018-10-29 13:24:00