CTOs on the Move

Dowling and Yahnke Wealth

www.dywealth.com

 
Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.dywealth.com
  • 12265 El Camino Real Suite 300
    San Diego, CA USA 92130
  • Phone: 858.509.9500

Executives

Name Title Contact Details

Similar Companies

Tudor Investment Corporation

The Tudor Group of companies is a group of affiliated entities engaged in the management of client and proprietary assets. Paul Tudor Jones II formed Tudor Investment Corporation, the first of the Tudor Group companies, in 1980. The Tudor Group manages assets across fixed income, currencies, equities and commodities asset classes and related derivative and other instruments in the global markets for an international clientele. The investment strategies of the Tudor Group include, among others, discretionary global macro, quantitative global macro (managed futures), discretionary equity long/short, quantitative equity market neutral and growth equity.

Chapman Investments Ext

Chapman Investments Ext is a Montgomery, AL-based company in the Financial Services sector.

Babson-United Investment Advisor

Babson-United Investment Advisor, Inc. is a Watertown, MA-based company in the Financial Services sector.

Samco Capital Markets

Samco Capital Markets is a Dallas, TX-based company in the Financial Services sector.

K2 Advisors

K2 Advisors is a Stamford, CT-based company in the Financial Services sector.