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THE DOWLING GROUP WEALTH MANAGEMENT
DOWLING FINANCIAL SERVICES, INC
CRD 155624 · SEC 801-130694
1171 E. PUTNAM AVENUE, #1B, GREENWICH, CT, 06878, United States
Phone
203-967-2231
Fax
203-327-7999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.3M
Discretionary AUM
$172.6M
Team
3 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 301 | $122.4M |
| High net worth individuals | 20 | $45.2M |
| Pension/profit sharing plans | 2 | $9.7M |
| State/municipal entities | 1 | $2.0M |
States served
NY, WA, TX, NH, CT
All web addresses on file
Official SEC filing: View on IAPD