Denali Advisors, LLC
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Learn more about Denali Advisors, LLC
Overview
Denali Advisors, LLC operates as a financial advisory firm that has its headquarters in San Diego, California. The company administers $410.5 million in total assets across 16 customer accounts, placing it among the larger firms in the country by assets under management (AUM). The firm has a small group, including 7 financial advisors. Denali Advisors, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, equities and options.
Denali Advisors, LLC manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction choices for the client's account without needing the client's permission. Denali Advisors, LLC's average account size is $25.7 million. An average financial advisor at Denali Advisors, LLC oversees about two client accounts, making it one of the most personalized financial advisor firms in the country.
Denali Advisors, LLC's central office is at 5075 Shoreham Place, San Diego, California 92122. The company is permitted to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Denali Advisors, LLC by the Numbers
$410.5 million
11
16
$25.7 million
Fee Structure
Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by the company typically consist of the following fee structure: asset-based. Denali Advisors, LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with investment companies and state or municipal government entities. Out of its 16 accounts, Denali Advisors, LLC's largest client is state or municipal government entities. None of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Denali Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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