Dlk Investment Management

Dlk Investment Management (CRD# 149096) is a financial advisory firm headquartered in Solana Beach, CA. They manage $107,215,869 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $491,816
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Dlk Investment Management
Showing 1 - 4 of 4 top financial advisors.
1
Donald O. Dempster
CRD#: 2500548
Suite 200, 238 North Cedros Avenue, Solana Beach, CA 92075
96
Wealthminder
score

Donald Dempster (CRD# 2500548) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 23 years of experience in the finance industry.

2
Charles G. King
CRD#: 2345920
Suite 200, 238 North Cedros Avenue, Solana Beach, CA 92075
93
Wealthminder
score

Charles King (CRD# 2345920) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 24 years of experience in the finance industry.

3
Theodore J. Kay
CRD#: 5643664
Suite 200, 238 North Cedros Avenue, Solana Beach, CA 92075
90
Wealthminder
score

Theodore Kay (CRD# 5643664) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 4 years of experience in the finance industry.

4
Brian S. Johnson
CRD#: 4510220
Suite 200, 238 North Cedros Avenue, Solana Beach, CA 92075
73
Wealthminder
score

Brian Johnson (CRD# 4510220) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 16 years of experience in the finance industry.

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