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Mark Joseph Munoz

DOWLING & YAHNKE, LLC·SAN DIEGO, California
Unclaimed Profile
12265 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 2001677Firm CRD# 107672
01

About

Mark Joseph Munoz is a registered financial advisor based in SAN DIEGO, California, affiliated with DOWLING & YAHNKE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DOWLING & YAHNKE, LLC
DOWLING & YAHNKE, LLC
AUM
$6.1B
Regulatory assets under management
Employees
56
Total firm employees
View all advisors at DOWLING & YAHNKE, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2001677
Firm CRD# 107672
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Joseph Munoz offer?
Mark Joseph Munoz specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are Mark Joseph Munoz's credentials?
Mark Joseph Munoz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Joseph Munoz located?
Mark Joseph Munoz is based in SAN DIEGO, California, working with DOWLING & YAHNKE, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Mark Joseph Munoz charge for services?
Mark Joseph Munoz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOWLING & YAHNKE, LLC?
DOWLING & YAHNKE, LLC has approximately 56 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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