Dlk Investment Management
Solana Beach, California
5.0
1 Review
DLK Investment Management is a reputable local investment advisory firm headquartered in Solana Beach, CA, with two offices. With a team of six dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse client base. Each investment advisor at DLK manages an average of $48,660,000 in assets, aligning with the industry average. Their compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients. A significant portion of DLK Investment Management's assets under management, approxim...
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Assets Under Mgmt

$291.96M

Investment Professionals

6

Locations

1

% 401K & Individual

42%

% Discretionary

91%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Educational seminars/workshops
Disclosures
Disciplined by self-regulatory organization or commodities exchange
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