# Downie Financial Group

Downie Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289066
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289066

## About

DOWNIE FINANCIAL GROUP is a state-registered investment adviser in MISSION VIEJO, CA. The firm manages approximately $36 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is the investment focus of Downie Financial Group?

The firm's investment focus is not disclosed in any public record. No specific sectors, asset classes, or geographic regions have been confirmed. This level of privacy is common among small family offices that do not seek external capital or co-investment partners.

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Last updated: 2026-07-06T01:24:15.483Z

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