CRD: 155624
THE Dowling Group Wealth Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2011
- Office Locations
- 1
Office Locations
About THE Dowling Group Wealth Management
The Dowling Group Wealth Management is a second-generation, independent fiduciary firm based in Greenwich. The team combines investment management with custom tax preparation and financial/retirement planning, coordinating with legal professionals for estate and legacy needs. Portfolios emphasize tax and risk management and can be aligned to clients’ social values through its partnership with Ethic.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SEAN MICHAEL DOWLING
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #5746392
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOSEPH MICHAEL DOWLING
Investment Advisor
- CRD
- #4649970
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,596,000 | $409,967 |
| Non-Discretionary | $6,673,632 | $741,515 |
| Total | $179,269,632 | $416,906 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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