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Theodore Jonah Kay

DLK INVESTMENT ADVISORS, LLC·SOLANA BEACH, California
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SUITE 200, SOLANA BEACH, CA 92075CRD# 5643664Firm CRD# 149096
01

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.

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# 5643664
Firm CRD# 149096
1 disclosure on file
View on FINRA BrokerCheck →

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05

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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Other advisors in SOLANA BEACH
Andrew Yorisato Wasa — FOCUS INVESTMENT ADVISORS, INCHenry Joseph Ferry — FOCUS INVESTMENT ADVISORS, INCLee Alfred Tripodi — LAUREL WEALTH ADVISORS, INC.Linda Kaye Kitchens — HOKANSON ASSOCIATES, INC.Gregory Serras — VANGUARD CAPITAL
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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