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D&Y Wealth Ownership Overview

Financial ServicesCompany

Who owns D&Y Wealth?

D&Y Wealth is owned by CI Financial. It was acquired in 2021.

D&Y Wealth

Dowling & Yahnke Wealth Advisors

12265 El Camino Real, Suite 300,
San Diego, California 92130
United States,
(858) 293-8057
www.dywealth.com

Status Dates Investor(s)
Investment    Exit       
Current 2021-05-10 CI Financial

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