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DENALI ADVISORS, LLC
CRD 110242 · SEC 801-60039
5075 SHOREHAM PLACE, SUITE 120, SAN DIEGO, CA, 92122, United States
Phone
858-558-3600
Fax
858-952-5886
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.39B
Discretionary AUM
$1.38B
Team
14 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)PORTFOLIO MANAGEMENT FOR INDIAN TRIBES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $63.4M |
| High net worth individuals | 60 | $178.0M |
| Pooled investment vehicles | 1 | $164.9M |
| Charitable organizations | 9 | $68.8M |
| State/municipal entities | 8 | $868.0M |
| Sovereign wealth funds | 1 | $19.0M |
| Corporations/business entities | 12 | $22.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD