Dowling & Yahnke LLC

DOWLING & YAHNKE, LLC is a Delaware-based limited liability company that has been approved by the U.S. Securities and Exchange Commission since April 1987. With a team of 44, including 21 advisory employees, the firm serves one client diligently.

• DALE EDWARD YAHNKE

  CHIEF EXECUTIVE OFFICER owns less than 5%

• DOWLING & YAHNKE, INC.

  MEMBER owns 75% or more

• KARROL LEE GIBBS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MARK JOSEPH MUNOZ

  CHIEF OPERATING OFFICER owns less than 5%

• MARK JOSEPH MUNOZ

  CHIEF FINANCIAL OFFICER owns less than 5%

• MARK JOSEPH MUNOZ

  SECRETARY owns less than 5%

• WILLIAM GILES BEAMER

  CHIEF INVESTMENT OFFICER owns less than 5%

• WILLIAM GILES BEAMER

  PRESIDENT owns less than 5%

• ALANA CHRISTINE ASMUSSEN

  SHAREHOLDER

• DALE EDWARD YAHNKE

  SHAREHOLDER owns more than 25% but less than 50%

• MARK JOSEPH MUNOZ

  SHAREHOLDER

• MICHAEL S BROWN

  SHAREHOLDER

• WILLIAM GILES BEAMER

  SHAREHOLDER

• RICE Hall James & Associates LLC
• Wealth Manager Group II LLC
• Harrington Capital Management LLC
• American Assets Investment Management LLC
• CUSO Financial Services LP
• IPG Investment Advisors LLC
• Rowling and Associates Accountancy Corporation
• TED Buchan & Company LLC
• SWVP Fund XVI GP LLC
• MCNAUGHTON WEALTH MANAGEMENT, LLC

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