Dowling & Yahnke

2 reviews

+1 (858) 509-9500

Website

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Conference Room "La Jolla Shores" looking west

Founded in 1991, we are an independent, fee-only registered investment adviser providing comprehensive portfolio management and

12265 El Camino Real Ste 300

San Diego, CA 92130

+1 (858) 509-9500

http://www.dywealth.com

In 1991, Dowling & Yahnke Wealth Advisors helped start a revolution in wealth management-independent, transparent, & world-class financial advice predicated on personal relationships. Today, we manage approximately $4 billion & provide portfolio management & financial planning services to over 1,200 clients in San Diego & across the US. Our only source of revenue is a competitive management fee. No commissions, unnecessary trades, or competing incentives. As a fiduciary, we put you first.

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Reviews

3.02 reviews

Jake C.

5/5/2016

I had (and continue to have) a great experience with Dowling and Yahnke. Not only are all of their employees courteous and professional, but I have received the returns I expected. I would...

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