Dowling & Yahnke is an investment advisor in San Diego with $6.11 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Dowling & Yahnke Inc
SEC CIK
IRS number
260266092
SEC advisor number
801-29274
FINRA CRD number
107672
AUM ?
$6.11 bn
(as of 1 Mar 23)
Accounts
4,834
(as of 1 Mar 23)
Employees
56
(24 investment advisory or research)
Address
Dowling & Yahnke
12265 EL CAMINO REAL
SUITE 300
SAN DIEGO
CA 92130
12265 EL CAMINO REAL
SUITE 300
SAN DIEGO
CA 92130
Phone
8585099500
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
21 Jul 21
13F-HR
Quarterly holdings report by institutional manager
29 Apr 21
13F-HR
Quarterly holdings report by institutional manager
28 Jan 21
13F-HR
Quarterly holdings report by institutional manager
19 Oct 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20