Dowling & Yahnke LLC
Legal Name: DOWLING & YAHNKE, LLC
Full Contact Details
Dowling & Yahnke LLC
12265 EL CAMINO REAL, SUITE 300, SAN DIEGO, CA
858-509-9500
858-509-9520
Other Info
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.
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CI Dowling & Yahnke Private Wealth - A PROFOUNDLY DIFFERENT WEALTH MANAGEMENT EXPERIENCE
Phone: 123-456-7890 HOME WHO WE ARE ABOUT US OUR TEAM WHAT WE OFFER PROCESS AND PHILOSOPHY OUR SERVICES BLOG CONTACT US CONTACT US JOIN OUR TEAM LOGIN HOME WHO WE ARE ABOUT US OUR TEAM WHAT WE OFFER PROCESS AND PHILOSOPHY OUR SERVICES BLOG CONTACT US CONTACT US JOIN OUR TEAM LOGIN ☰ HOME WHO WE AR…
Direct Owners
-
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%
Indirect Owners
-
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
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