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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. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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