Company Overview
- Headquarters
- 12265 El Camino Real Suite 300, San Diego CA
- Website
- dywealth.com
- Phone
- (858) 509-9500
- Employees
- 51
- Founded it
- 1991
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$29B
Who is Dowling Yahnke Wealth Advisors
Dowling Yahnke Wealth Advisors is a fee-only registered investment advisor located in San Diego, California. The firm employs 51 individuals and generates approximately $29 million in annual revenue. Dowling & Yahnke provides financial planning advice and investment management services tailored to meet the needs of individuals, families, and nonprofit organizations. Their approach focuses on time-tested strategies designed to promote financial well-being and personal freedom. The firm distinguishes itself through its commitment to objectivity, ethical practices, and personalized client service. Their team comprises highly educated, experienced professionals dedicated to delivering customized wealth management solutions. Clients can connect with Dowling Yahnke Wealth Advisors through their website, dywealth.com.
Dowling Yahnke Wealth Advisors Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 28M | 73 | Deerfield Beach, FL | 2005 | |
| 28M | 85 | Pompano Beach, FL | 1988 | |
| 28M | 59 | Boston, MA | 2002 | |
| 27M | 5 | 1997 | ||
| 27M | 16 | Vienna, VA | 2010 |