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Joseph Michael Dowling

THE Dowling Group Wealth Management

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About Joseph Michael Dowling

Joseph Michael Dowling is an investment advisor representative associated with The Dowling Group Wealth Management. Joseph Michael Dowling is registered in Connecticut. The Dowling Group Wealth Management manages assets for individuals, high-net-worth individuals, pension and profit-sharing plans.

Firm Information

Joseph Dowling is currently registered with THE Dowling Group Wealth Management. THE Dowling Group Wealth Management is an investment advisor located in GREENWICH, CT. The firm has 3 licensed agents and 3 investment advisor representatives. They have $139,665,768 in regulatory assets under management, of which $128,717,188 is discretionary. The firm primarily serves individuals, including high-net-worth individuals, and pension and profit-sharing plans. They offer financial planning and portfolio management services for individuals.
THE Dowling Group Wealth Management

1171 E. PUTNAM AVENUE, #1B

GREENWICH, CT 06878

$139.67M

Assets Under Management

3

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Dowling’s Registration & Firm History

CT

01/07/2019 - Present

THE Dowling Group Wealth Management (GREENWICH CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Dowling.
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