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The Dowling Group Wealth Management
The Dowling Group Wealth Management is an SEC-registered investment adviser in Greenwich, CT, registered since 2024. It manages $179 million in assets, with...
The Dowling Group Wealth Management
The Dowling Group Wealth Management is an SEC-registered investment adviser in Greenwich, CT, registered since 2024. It manages $179 million in assets, with $173 million on a discretionary basis. The firm has 3 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2024
Location
Region
North America
Country
United States
City
Greenwich
Corporate office
Greenwich, CT, United States
Frequently asked questions
Who are the key decision-makers at the firm?
The firm has not publicly identified its principals, investment committee members, or client-facing advisors. This is characteristic of a practice that has never sought press coverage, operates without a website, and sources its clients through referrals within closed Greenwich circles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
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