Investment adviser · CRD 107672
DOWLING & YAHNKE, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Mar 1, 2023
- Regulatory AUM
- $6.11B Form ADV · Item 5.F
- Client accounts
- 4,834 Accounts, not individual clients
- Employees
- 56 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,196 | $5,649,924,733 | 92.4% |
| Charities | 34 | $246,107,930 | 4.0% |
| Individuals | 153 | $94,639,366 | 1.5% |
| Corporations & businesses | 15 | $62,960,502 | 1.0% |
| Retirement plans | 13 | $59,697,666 | 1.0% |
Filing source
Form ADV 1721609 · Mar 1, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 1, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
12265 EL CAMINO REAL, SUITE 300SAN DIEGO, CA, 92130, United States
CRD 107672
Filing source
Form ADV 1721609 · Mar 1, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.