Downie Financial Group
Downie Financial Group (CRD# 289066) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $25,815,826 in 316 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Downie Financial Group
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts316ACCOUNTS
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Average Account Value$81,696
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Downie Financial Group
1
Clifford Downie (CRD# 4834939) is an Investment Advisor Representative working at Downie Financial Group in Mission Viejo, CA and has over 19 years of experience in the finance industry.
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