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Angela Marie Dowling

SUMMIT FINANCIAL CONSULTANTS, INC.·WESTLAKE VILLAGE, California
Unclaimed Profile
3075 TOWNSGATE RD., WESTLAKE VILLAGE, CA 91361CRD# 6601815Firm CRD# 134192
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About

Angela Marie Dowling is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with SUMMIT FINANCIAL CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SUMMIT FINANCIAL CONSULTANTS, INC.
SUMMIT FINANCIAL CONSULTANTS, INC.
AUM
$264M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SUMMIT FINANCIAL CONSULTANTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEES
Regulatory
SEC/IARD CRD# 6601815
Firm CRD# 134192
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Angela Marie Dowling offer?
Angela Marie Dowling specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Angela Marie Dowling's credentials?
Angela Marie Dowling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Marie Dowling located?
Angela Marie Dowling is based in WESTLAKE VILLAGE, California, working with SUMMIT FINANCIAL CONSULTANTS, INC.. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Angela Marie Dowling charge for services?
Angela Marie Dowling's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT FINANCIAL CONSULTANTS, INC.?
SUMMIT FINANCIAL CONSULTANTS, INC. has approximately 9 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Craig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCKristin Wyman Horton — HAVEN CAPITAL GROUP, INC.Mitchell Steven Morrison — FINANCIAL WEST INVESTMENT GROUP, INC.Scott Allen Ryles — WESTLAKE BIOPARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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