CI Dowling & Yahnke Private Wealth Information
Summary
CI Dowling & Yahnke Private Wealth is a private company that has been in the industry for 35 years. The company currently specializes in the Financial Services, Asset & Investment Management areas. The position of the Co-Founder & CEO is occupied by Dale E Yahnke. Its headquarters is located at San Diego, California, USA. The number of employees ranges from 25 to 100. The annual revenue of CI Dowling & Yahnke Private Wealth varies between 5.0M and 25M. To connect with CI Dowling & Yahnke Private Wealth employee register on SignalHire.
Organization Website | corient.com |
Social Links |    |
Phone Number | 858-293-8057 |
Industries | |
Headquarters Location | 12265 El Camino Real, Suite 300, San Diego, CA, 92130 US |
Employees Size | 100-200 employees |
Specialties | Comprehensive Portfolio Management, Retirement Planning, Financial Planning |
SIC Code | 6282, 6199 |
DMA Code | San Diego County |
Founded | 1991 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Acquired |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2001 | Partnership | 25 - 100 | 9M | $0 | |
| 1976 | - | 25 - 100 | 15M | $0 | |
| 1998 | - | 1-10 | - | $- | |
| 2012 | - | 1-10 | - | $- |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at CI Dowling & Yahnke Private Wealth shows a diverse range of experience levels:
4% for 1–2 years9% for 3–4 years13% for 5–7 years17% for 8–10 years57% have over 11 years of service at CI Dowling & Yahnke Private Wealth
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