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Building 2THE DOWLING GROUP WEALTH MANAGEMENT

Map pinGREENWICH, CT
Phone203-967-2231
NotebookSEC #801-130694
Total AUM
$179.3M
Employees
3
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1171 E. PUTNAM AVENUE, #1B
GREENWICH
CT 06878
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
203-967-2231

ReceiptFinancials

Total AUM
$179.3M
Accounts
430
Discretionary
$172.6M
Accounts
421
Non-Discretionary
$6.7M
Accounts
9

ContactClients

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Individual Clients
301
AUM
$122.4M
HNW Individual Clients
20
AUM
$45.2M
Pension/Profit Sharing Plan Clients
2
AUM
$9.7M
Government Entity Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNHNYTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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