Unclaimed Profile

Theodore Jonah Kay

DLK INVESTMENT ADVISORS, LLC·SOLANA BEACH, California

DLK INVESTMENT ADVISORS, LLC

SUITE 200, SOLANA BEACH, CA 92075CRD# 5643664Firm CRD# 149096

Profile Verification

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

Identity

Theodore Jonah Kay · SOLANA BEACH, CA

Registration

CRD #5643664 · DLK INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Theodore Jonah Kay is a registered financial advisor based in SOLANA BEACH, California, affiliated with DLK INVESTMENT ADVISORS, 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# 5643664

Firm CRD# 149096

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theodore Jonah Kay offer?

Theodore Jonah Kay specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOLANA BEACH, California for a consultation.

What are Theodore Jonah Kay's credentials?

Theodore Jonah Kay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theodore Jonah Kay located?

Theodore Jonah Kay is based in SOLANA BEACH, California, working with DLK INVESTMENT ADVISORS, LLC. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.

How does Theodore Jonah Kay charge for services?

Theodore Jonah Kay'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 ADVISORS, LLC?

DLK INVESTMENT ADVISORS, 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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