DOWLING & YAHNKE LLC Overview
Dowling & Yahnke Llc is an investment advisor that manages 3 BN dollars in regulatory AUM and has 32 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/20. The fund's latest filing disclosed 1BN in positions, representing 39% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/20. The fund's latest filing disclosed 1BN in positions, representing 39% of the manager's regulatory AUM.
DOWLING & YAHNKE LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
DOWLING & YAHNKE LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.7% | Tech | 22.82% | 0.48% | 0 | 45% | ||
| VWOB | 3.61% | ETF | 2.56% | -0.06% | 2 | 2% | ||
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FEATURED IN
DOWLING & YAHNKE LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William G. Beamer | Chief Investment Officer | October-2009 |
| Mark J. Munoz | Chief Operating Officer | October-2009 |
| Paul R. Temby | Secretary | October-2007 |
| Karrol L. Gibbs | Chief Compliance Officer | July-2012 |
| William G. Beamer | President | November-2013 |
DOWLING & YAHNKE LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DOWLING & YAHNKE LLC Investment Strategy
Item 8. Methods of Analysis, Investment Strategies, and Risk of Loss
Methods of Analysis and Sources of Information
The analysis and selection of securities for client portfolios is based on the cumulative investment
experience and research by the Firm’s investment professionals. Sources of information utilized for security analysis and investment decision making may be derived from, but not limited to, the following: (i) commercially available data and evaluation sources, (ii) securities rating services, (iii) general economic, market and financial information, (iv) due diligence reviews, (v) specific investment analyses, (vi) financial publications, periodicals, newspapers, journals, and academic white papers, (vii) prospectuses and statements of additional information, and (viii) other issuer‐prepared information.
The Firm’s advisers also attend various investment and financial planning conferences. Research is received from consultants, including fi...
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Methods of Analysis and Sources of Information
The analysis and selection of securities for client portfolios is based on the cumulative investment
experience and research by the Firm’s investment professionals. Sources of information utilized for security analysis and investment decision making may be derived from, but not limited to, the following: (i) commercially available data and evaluation sources, (ii) securities rating services, (iii) general economic, market and financial information, (iv) due diligence reviews, (v) specific investment analyses, (vi) financial publications, periodicals, newspapers, journals, and academic white papers, (vii) prospectuses and statements of additional information, and (viii) other issuer‐prepared information.
The Firm’s advisers also attend various investment and financial planning conferences. Research is received from consultants, including fi...
Unlock Full Investment Process Description
DOWLING & YAHNKE LLC Portfolio Concentration
DOWLING & YAHNKE LLC Location
12340 EL CAMINO REAL
SUITE 450
SAN DIEGO, California
UNITED STATES, 92130
SUITE 450
SAN DIEGO, California
UNITED STATES, 92130
DOWLING & YAHNKE LLC Contact Information
Phone Number: 858-509-9500
Fax Number: 858-509-9520
Website: http://www.dywealth.com
Fax Number: 858-509-9520
Website: http://www.dywealth.com
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