DOWLING FINANCIAL SERVICES, INC

DOWLING FINANCIAL SERVICES, INC of GREENWICH, CT is an SEC-registered investment adviser (CRD 155624). Regulatory assets under management: $179.3M.

Registration

• CRD: 155624
• SEC file number: 801-130694
• Type: Registered investment adviser
• Location: 1171 E. PUTNAM AVENUE, #1B, GREENWICH, CT, 06878
• Phone: 203-967-2231
• Latest filing: 2026-02-19
• Regulatory AUM: $179.3M
• Discretionary AUM: $172.6M
• Non-discretionary AUM: $6.7M
• Clients: 3
• Accounts: 430

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155624 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search