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Brian Stewart Johnson

DLK INVESTMENT MANAGEMENT, LLC·SAN DIEGO, California
Unclaimed Profile
SUITE 220, SAN DIEGO, CA 92121CRD# 4510220Firm CRD# 149096
01

About

Brian Stewart Johnson is a registered financial advisor based in SAN DIEGO, California, affiliated with DLK INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DLK INVESTMENT MANAGEMENT, LLC
AUM
$348M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DLK INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4510220
Firm CRD# 149096
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Stewart Johnson offer?
Brian Stewart Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Brian Stewart Johnson's credentials?
Brian Stewart Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Stewart Johnson located?
Brian Stewart Johnson is based in SAN DIEGO, California, working with DLK INVESTMENT MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Brian Stewart Johnson charge for services?
Brian Stewart Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DLK INVESTMENT MANAGEMENT, LLC?
DLK INVESTMENT MANAGEMENT, LLC has approximately 6 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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