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Building 2DOWLING & YAHNKE, LLC

Map pinSAN DIEGO, CA
Phone858-509-9500
NotebookSEC #801-29274
Total AUM
$6.1B
Employees
56
Clients
1,411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12265 EL CAMINO REAL
SUITE 300
SAN DIEGO
CA 92130
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
858-509-9500

ReceiptFinancials

Total AUM
$6.1B
Accounts
4,834
Discretionary
$6B
Accounts
4,745
Non-Discretionary
$124M
Accounts
89

ContactClients

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Individual Clients
153
AUM
$94.6M
HNW Individual Clients
1,196
AUM
$5.6B
Pension/Profit Sharing Plan Clients
13
AUM
$59.7M
Charitable Organization Clients
34
AUM
$246.1M
Corporation or Business Clients
15
AUM
$63M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACTFLILMAMDNCNJNVNYORTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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