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) 509-9500

Website

www.dywealth.com

Revenue

$29.4 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Dowling & Yahnke Org Chart

PhoneEmail
KU
United States flag for contact location.
Kendrick Uyeda

Portfolio Management Analyst

PhoneEmail
DC
United States flag for contact location.

Executive Assistant

PhoneEmail
KB
United States flag for contact location.

Executive Assistant

PhoneEmail

PhoneEmail
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Revenue

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Founded In

Top Executive

Dowling & Yahnke

$29.4M
51-200
Private
-
1991
KU
Kendrick UyedaPortfolio Management Analyst
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DH
David HackworthyFounding Partner, and Chief Investment Officer
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BH
Barbara HudockCEO
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1998
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Nicholas DorsettFinancial Professional
Illustration of an envelope

Dowling & Yahnke Tech Stack

A closer look at the technologies used by Dowling & Yahnke

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Microsoft SharePoint

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Microsoft
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Intuit
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Frequently Asked Questions Regarding Dowling & Yahnke

What is Dowling & Yahnke's official website?
Dowling & Yahnke's official website is www.dywealth.com What is Dowling & Yahnke's Revenue?
Dowling & Yahnke's revenue is $29.4 Million What is Dowling & Yahnke's SIC code?
Dowling & Yahnke's SIC: 62,628 What is Dowling & Yahnke's NAICS code?
Dowling & Yahnke's NAICS: 52,523 How many employees does Dowling & Yahnke have?
Dowling & Yahnke has 51-200 employees What industry does Dowling & Yahnke belong to?
Dowling & Yahnke is in the industry of: Finance, Securities Trading What is Dowling & Yahnke competition?
Dowling & Yahnke top competitors include: Hudock Capital Group, Fragasso Financial Advisors, Isthmus Partners, Perigon Wealth Management What companies has Dowling & Yahnke acquired?
Dowling & Yahnke has acquired the companies: KBSH Capital Management, Budros Ruhlin & Roe, Brightworth, The Roosevelt Investment Group What technology does Dowling & Yahnke use?
Some of the popular technologies that Dowling & Yahnke uses are: DocuSign, reCAPTCHA, Microsoft SharePoint, MailChimp How do I contact Dowling & Yahnke?
Dowling & Yahnke contact info: Phone number: (858) 509-9500 Website: www.dywealth.com What does Dowling & Yahnke do?

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... ahnke is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management.Read More

 What are Dowling & Yahnke social media links?
Dowling & Yahnke Linkedin page Dowling & Yahnke Twitter page Dowling & Yahnke Facebook page Is Dowling & Yahnke a public company?
Dowling & Yahnke is private company therefore does not currently have an official ticker symbol
See more information about Dowling & Yahnke

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