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DLK Investment Management, LLC

Headquartered in SOLANA BEACH, CA

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Firm Information

DLK Investment Management, LLC is an investment advisor based in Solana Beach, CA. The firm manages approximately $348 million in assets and provides financial planning, educational seminars, and portfolio management services for individuals, businesses, charitable organizations, and pension plans.

DLK Investment Management, LLC

SUITE 200

SOLANA BEACH, CA 92075

$348.27M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

DLK INVESTMENT MANAGEMENT, LLC has a total of 2 branch locations across the country.

Advisors at DLK Investment Management, LLC

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Disclosures

There are no public disclosures for DLK Investment Management, LLC.

Frequently Asked Questions (11)

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