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Building 2DLK INVESTMENT ADVISORS, LLC

Map pinMERCER ISLAND, WA
Phone206.203.0010
NotebookSEC #801-131523
Total AUM
$140.7M
Employees
2
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7525 SE 24TH STREET
SUITE 410
MERCER ISLAND
WA 98040
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
206.203.0010

ReceiptFinancials

Total AUM
$140.7M
Accounts
95
Discretionary
$111.1M
Accounts
90
Non-Discretionary
$29.6M
Accounts
5

ContactClients

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Individual Clients
26
AUM
$33.9M
HNW Individual Clients
6
AUM
$106.8M
Pension/Profit Sharing Plan Clients
1
AUM
$40.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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