RIA Intel›Advisers›California›DOWNIE FINANCIAL GROUP LLC

DOWNIE FINANCIAL GROUP LLC

Advisory

MISSION VIEJO, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,797
of 5,480 advisers by AUM
Average account
$104K
across 344 accounts
AUM per adviser
$36M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$36M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$36M
Discretionary AUM$36M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients133
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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