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

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