Dowling & Yahnke LLC
- Assets, Funds, Holdings
| Dowling & Yahnke LLC
|
| CRD # | 107672 |
| SEC # | 801-29274 |
| CIK # | 0001133197 |
| AUM |
|
| Employees |
56 (43% Investors, 0% Brokers)
|
| Phone | 858-509-9500 |
| Address | 12265 El Camino Real
San Diego, CA 92130 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($BB)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($BB) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
153
|
0.1 |
| (b) Individuals (high net worth individuals) |
1,196
|
5.6 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
13 |
0.1 |
| (h) Charitable organizations |
34 |
0.2 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
15 |
0.1 |
| (n) Other |
0 |
0.0 |
| Total |
4,834 |
6.1 |
| By Discretionary |
| Discretionary |
4,745 |
6.0 |
| Non-Discretionary |
89 |
0.1 |
| Total |
4,834 |
6.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
6.1 |
| Total |
4,834 |
6.1 |
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