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DOWLING & YAHNKE, LLC
DOWLING & YAHNKE, LLC
SAN DIEGO, California
·
10 registered advisors
·
CRD# 107672
SEC# 801-29274
0
858-509-9500
01
Firm Overview
AUM
$6.1B
Regulatory assets under management
Employees
56
Total firm employees
Advisors
10
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 Planning
Investment Management
04
Advisors at DOWLING & YAHNKE, LLC
10 registered advisors
Alana Christine Asmussen
SAN DIEGO, California
CRD# 2162601
Anna E. Diaz
SAN DIEGO, California
CFP
CRD# 4614564
Brett Ryan Pernicano
SAN DIEGO, California
CRD# 4997061
Dale Edward Yahnke
SAN DIEGO, California
CRD# 1201117
Emily Rose Zerbato
SAN DIEGO, California
CRD# 6942041
Gregory James Richardson
SAN DIEGO, California
CRD# 5316788
Michael S Brown
SAN DIEGO, California
CRD# 6093426
Paul Raymond Temby
SAN DIEGO, California
CRD# 3195867
Raymond Mark Wernig
SAN DIEGO, California
CRD# 6758874
William Giles Beamer
SAN DIEGO, California
CRD# 4536134
05
Office Locations
SAN DIEGO, California
10 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
.