DLK INVESTMENT MANAGEMENT

Suite 200
238 North Cedros Avenue
Solana Beach, California 92075
Tel: 858.433.3200

About DLK INVESTMENT MANAGEMENT

DLK INVESTMENT MANAGEMENT, formally registered with the SEC as DLK INVESTMENT MANAGEMENT. The firm was established in 01/05/2009. They have over 2 offices throughout the country.

DLK INVESTMENT MANAGEMENT is a Solana Beach, California based Financial Planning firm with nearly $348,269,188 assets under management, offering retirement planning & investment advisory services to 1057 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149096
SEC#	801-69825
Assets Managed by Firm	$348,269,188
No. of Clients	1057
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1057	$348,269,188
Individuals (other than high net worth individuals)	382	$159,999,186
High net worth individuals	34	$139,587,094
Pension and profit sharing plans	5	$432,030
Charitable organizations	6	$14,698,009
Corporations or other businesses	29	$33,552,869

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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