DOWLING & YAHNKE, LLC

SAN DIEGO, California·13 registered advisors·CRD# 107672
SEC# 801-292740858-509-9500
01

Firm Overview

AUM
$6.1B
Regulatory assets under management
Employees
56
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DOWLING & YAHNKE, LLC

13 registered advisors
Alana Christine Asmussen
SAN DIEGO, California
Anna E. Diaz
SAN DIEGO, California
Brett Ryan Pernicano
SAN DIEGO, California
Dale Edward Yahnke
SAN DIEGO, California
Emily Rose Zerbato
SAN DIEGO, California
Gregory James Richardson
SAN DIEGO, California
Karrol Lee Gibbs
SAN DIEGO, California
Mark Edward Dowling
SAN DIEGO, California
Mark Joseph Munoz
SAN DIEGO, California
Michael S Brown
SAN DIEGO, California
Paul Raymond Temby
SAN DIEGO, California
Raymond Mark Wernig
SAN DIEGO, California
William Giles Beamer
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
13 advisors

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Data sourced from SEC Form ADV filings. DOWLING & YAHNKE, LLC (CRD# 107672) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.