Dowling & Yahnke
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
12265 El Camino Real Ste 300, San Diego,...Phone Number
(858) 509-9500Website
www.dywealth.comRevenue
$29.4 MillionIndustry
ZI Rank: 1
Signal Type
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About Dowling & Yahnke
Since 1991, Dowling & Yahnke has offered time-tested, objective financial planning advice and investment management services designed to secure the financial health of its clients. Located in San Diego, California, the Firm manages over $5 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations. Dowling & Yahnke is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management.Explore more
Dowling & Yahnke Org Chart
JB
Information Security Analyst
DC
Executive Assistant
KK
Executive Assistant
JV
Administrative Assistant
KJ
Receptionist
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Dowling & Yahnke News & Media
Mark Wernig Promoted to Co-CEO of Dowling & Yahnke Wealth Advisors
SAN DIEGO, March 31, 2022 /PRNewswire/ -- Dowling & Yahnke Wealth Advisors (the Firm), currently managing over $5.7 billion of assets for over 1,300 clients, is proud to announce that Mark Wernig, CFP®, is promoted to Co-CEO. "Mark has demonstrated leadership in every role assigned since...John M. Peters, CFA, Joins Dowling & Yahnke Wealth Advisors as Lead Advisor
SAN DIEGO, Nov. 11, 2021 /PRNewswire/ -- Dowling & Yahnke Wealth Advisors, currently managing over $5.7 billion of assets for over 1,300 clients, is pleased to announce John M. Peters, CFA has joined our Firm as a Lead Advisor. John Peters has over twelve years of experience in the...CI Financial Completes Acquisition of San Diego RIA Dowling & Yahnke
TORONTO--(BUSINESS WIRE)---- $CIXX #cigam--CI Financial has completed its acquisition of Dowling & Yahnke, a $5-billion San Diego-based wealth manager.CI Financial to Acquire Dowling & Yahnke, a Leading San Diego Wealth Advisory Firm with US$5.1 Billion in Assets
TORONTO & SAN DIEGO--(BUSINESS WIRE)---- $CIXX #wealthmanagement--CI Financial has agreed to acquire Dowling & Yahnke, a leading San Diego-based registered investment advisor (RIA) with US$5.1 billion in assets.
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Since 1991, Dowling & Yahnke has offered time-tested, objective financial planning advice and investment management services designed to secure the financial health of its clients. Located in San Diego, California, the Firm manages over $5 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations. Dowling & Y... Read More
