DOWLING FINANCIAL SERVICES, INC
Legal name: THE DOWLING GROUP WEALTH MANAGEMENT
CRD #155624 SEC #801-130694 GREENWICH, CT 203-967-2231
SEC Registered
Total AUM
$165.6M
Discretionary
$153.8M
Employees
3
Clients
51
Accounts
280
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $165.6M | $153.8M | $11.8M | 3 | 3 |
| Jun 2025 | $165.6M | $153.8M | $11.8M | 4 | 3 |
| Mar 2025 | $165.6M | $153.8M | $11.8M | 4 | 3 |
| Aug 2024 | $139.7M | $128.7M | $10.9M | 4 | 3 |
| Jul 2024 | $139.7M | $128.7M | $10.9M | 4 | 3 |
| Jun 2024 | $139.7M | $128.7M | $10.9M | 4 | 3 |
DateOct 2025
Total AUM$165.6M
Discretionary$153.8M
Non-Disc.$11.8M
Employees3
Clients3
DateJun 2025
Total AUM$165.6M
Discretionary$153.8M
Non-Disc.$11.8M
Employees4
Clients3
DateMar 2025
Total AUM$165.6M
Discretionary$153.8M
Non-Disc.$11.8M
Employees4
Clients3
DateAug 2024
Total AUM$139.7M
Discretionary$128.7M
Non-Disc.$10.9M
Employees4
Clients3
DateJul 2024
Total AUM$139.7M
Discretionary$128.7M
Non-Disc.$10.9M
Employees4
Clients3
DateJun 2024
Total AUM$139.7M
Discretionary$128.7M
Non-Disc.$10.9M
Employees4
Clients3