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DLK INVESTMENT MANAGEMENT
SOLANA BEACH, CA
858.433.3200
SEC #801-69825Total AUM
$524M
Employees
5Clients
469Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
238 NORTH CEDROS AVE
SUITE 200
SOLANA BEACH
CA 92075
United States
SUITE 200
SOLANA BEACH
CA 92075
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
858.433.3200
Other Offices
1
Financials
Total AUM
$524M
Accounts
1,208Discretionary
$458.7M
Accounts
1,165Non-Discretionary
$65.3M
Accounts
43
Clients
Individual Clients
402AUM
$206.7M
HNW Individual Clients
31AUM
$108.6M
Pension/Profit Sharing Plan Clients
1AUM
$970K
Charitable Organization Clients
7AUM
$19.9M
Corporation or Business Clients
27AUM
$47M
Other Clients
1AUM
$140.7M
Description of Other Clients
SUBADVISED
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
AZCACOLANJNVTXUTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.