DENALI ADVISORS, LLC

5075 Shoreham Place
Suite 120
San Diego, California 92122
Tel: 858-558-3600

About DENALI ADVISORS, LLC

DENALI ADVISORS, LLC, formally registered with the SEC as DENALI ADVISORS, LLC. The firm was established in 03/02/2001. They have over 3 offices throughout the country.

DENALI ADVISORS, LLC is a San Diego, California based Financial Planning firm with nearly $1,204,841,476 assets under management, offering retirement planning & investment advisory services to 318 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110242
SEC#	801-60039
Assets Managed by Firm	$1,204,841,476
No. of Clients	318
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PORTFOLIO MANAGEMENT FOR INDIAN TRIBES)

Firm Client Information

	No. of Clients	AUM
Firm Total	318	$1,204,841,476
Individuals (other than high net worth individuals)	210	$64,121,979
High net worth individuals	73	$167,246,806
Charitable organizations	8	$47,128,902
Corporations or other businesses	13	$18,433,296

More Retirement Planning firms in San Diego, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

Explore More Retirement Advisors in San Diego, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.