Dlk Investment Management
Dlk Investment Management (CRD# 149096) is a financial advisory firm headquartered in Solana Beach, CA. They manage $348,269,188 in 1,057 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management348MILLION
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Total Number of Accounts1,057ACCOUNTS
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Average Account Value$329,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, LA, NV, TX, WA
Thomas Brenner CFP® (CRD# 4458594) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.
I am a fee based advisor (fee-only with regard to investments) and I do provide insurance and other risk management tools on a commission basis. My focus is on retirement & income planning, tax advantaged strategies, and long-term portfolio management.
Donald Dempster (CRD# 2500548) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 28 years of experience in the finance industry.
Mark Halby (CRD# 5536243) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 15 years of experience in the finance industry.
Brian Johnson (CRD# 4510220) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 21 years of experience in the finance industry.
Theodore Kay (CRD# 5643664) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has over 10 years of experience in the finance industry.
Edmund Van Winkle (CRD# 7497834) is an Investment Advisor Representative working at Dlk Investment Management in Solana Beach, CA and has 1 year of experience in the finance industry.