DOWNIE FINANCIAL GROUP

DOWNIE FINANCIAL GROUP of MISSION VIEJO, CA is an SEC-registered investment adviser (CRD 289066). Regulatory assets under management: $35.7M.

Registration

• CRD: 289066
• Type: Registered investment adviser
• Location: 26050 ACERO, MISSION VIEJO, CA, 92691
• Phone: 7149091215
• Latest filing: 2026-03-26
• Regulatory AUM: $35.7M
• Discretionary AUM: $35.7M
• Clients: 1
• Accounts: 344

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289066 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search