Unclaimed Profile

Brian Stewart Johnson

DLK INVESTMENT MANAGEMENT, LLC·SAN DIEGO, California

DLK INVESTMENT MANAGEMENT, LLC

SUITE 220, SAN DIEGO, CA 92121CRD# 4510220Firm CRD# 149096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Stewart Johnson · SAN DIEGO, CA

Registration

CRD #4510220 · DLK INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DLK INVESTMENT MANAGEMENT, LLC

AUM

$348M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4510220

Firm CRD# 149096

View on FINRA BrokerCheck →

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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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