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Dowling & Yahnke Wealth Advisors

(DBA D&Y Wealth) Active
12265 El Camino Real, Suite 300,  San Diego,  California (CA),  92130,  United States
(858) 293-8057
Sector: Financial Services Entity: Private Founded: 1991
1991
Founded
Year established
1
Transactions
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About Dowling & Yahnke Wealth Advisors
Founded in 1991, Dowling & Yahnke Wealth Advisors operates in the Financial Services sector. Investment activity recorded for the company includes participation from CI Financial Corp. Dowling & Yahnke Wealth Advisors was established in 1991 and is based in San Diego, California (CA). Dowling & Yahnke Wealth Advisors appears in Acquity Data's private market intelligence platform.
Investors
Current Investors
CI Financial Corp ••••••••
Past Investors
•••••••• ••••••••
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Investment Details
1 Transactions
Trans. IDInvestment DateExit DateInvestor(s)Deal Size (M)Seller(s)
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Dowling & Yahnke Wealth Advisors M&A Activity
# Company Transaction Date Close Date Sector Country
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Key Executives & Professionals
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Frequently Asked Questions
What does Dowling & Yahnke Wealth Advisors do?
Founded in 1991, Dowling & Yahnke Wealth Advisors operates in the Financial Services sector. Investment activity recorded for the company includes participation from CI Financial Corp. Dowling & Yahnke Wealth Advisors was established in 1991 and is based in San Diego, California (CA). Dowling & Yahn
Where is Dowling & Yahnke Wealth Advisors headquartered?
Dowling & Yahnke Wealth Advisors is headquartered in San Diego, California (CA), United States.
When was Dowling & Yahnke Wealth Advisors founded?
Dowling & Yahnke Wealth Advisors was founded in 1991.
What sector is Dowling & Yahnke Wealth Advisors in?
Dowling & Yahnke Wealth Advisors operates in the Financial Services sector.
Who are the investors in Dowling & Yahnke Wealth Advisors?
Current investors in Dowling & Yahnke Wealth Advisors include CI Financial Corp. Sign up to AcquityData to view full investor details, deal dates and transaction history.
How many M&A transactions has Dowling & Yahnke Wealth Advisors been involved in?
Dowling & Yahnke Wealth Advisors has 1 transaction tracked on AcquityData. Sign up to view full investment history including dates, deal sizes, investors and sellers.

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