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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.
The IPO Group is a San Jose, CA-based company in the Financial Services sector.
U.S. Venture Partners is a Menlo Park, CA-based company in the Financial Services sector.
The Broe Group is a Denver-based private investment firm focusing on real estate, transportation, and energy. We acquire, develop and manage commercial real estate assets, own and operate diverse transportation businesses centered on rail, maritime and terminal management, and explore natural resources--all as independent business platforms. Each has its own dynamic growth strategy. Over the last 40 years, we`ve built a multi-billion dollar asset base and a world-class management team through direct investment in and development of each of these business groups.