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Edmund Matthew Van winkle

DLK Investment Management, LLC

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About Edmund Matthew Van winkle

Edmund Matthew Van winkle is a registered investment advisor with DLK Investment Management, LLC and DLK Investment Advisors, LLC. Edmund has been in the industry for a significant period and is currently based in Mercer Island, WA. Edmund holds a Series 65 license and has a strong background in financial planning and portfolio management for individuals and businesses. Edmund is also a professor at the Foster School of Business at the University of Washington. Edmund is dedicated to providing personalized investment advice tailored to his clients' specific needs and goals.

Firm Information

Edmund Van winkle is currently registered with DLK Investment Management, LLC. 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.

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Edmund Van winkle’s Registration & Firm History

CA

07/21/2022 - Present

DLK Investment Management, LLC (SOLANA BEACH CA)

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Licenses & Designations

IA

Issued 07/08/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edmund Matthew Van winkle.
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