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Dlk Investment Advisors, LLC

● SEC registered since 2024CRD 328897SEC# 801-131523Mercer Island, WA
Export (members)
Reg. AUM
$100.7M
Employees
2
Accounts
22
Location
Mercer Island, WA

Dlk Investment Advisors, LLC assets under management

Dlk Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Mercer Island, WA. The firm has been registered since 2024. It reports $100.7 million in regulatory assets under management and employs 2 people.

Dlk Investment Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Donald Ogden Dempster ControlPresident And Chief Compliance OfficerOver 75%2013
Edmund Matthew Van WinklePortfolio Mgr.Under 5%2025

Frequently asked questions

How much does Dlk Investment Advisors, LLC manage?

Dlk Investment Advisors, LLC reports $100.7 million in regulatory assets under management on its Form ADV.

How many employees does Dlk Investment Advisors, LLC have?

Dlk Investment Advisors, LLC reports 2 employees.

Where is Dlk Investment Advisors, LLC located?

Dlk Investment Advisors, LLC is based in Mercer Island, WA and has been SEC-registered since 2024.

Does Dlk Investment Advisors, LLC disclose fund performance?

Dlk Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7525 SE 24th Street, Suite 410, Mercer Island, WA 98040
Phone206.203.0010
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$77.1M
Non-discretionary$23.6M
Total (RAUM)$100.7M