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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.
Centerline Capital Group is one of the nation’s most experienced providers of real estate financing services for multifamily housing. Centerline offers both debt financing, and equity investment solutions, to meet customer needs across the United States.
Greenway Capital is a Dallas, TX-based company in the Financial Services sector.
Perkins Fund Marketing is a Southport, CT-based company in the Financial Services sector.