Denali Advisors, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 110242
- Registered since
- March 2, 2001
- Website
- denaliadvisors.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, HSBC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government62.54%
- HNWI12.83%
- Pooled Investment Vehicles11.88%
- Charitable Organizations4.96%
- Individuals4.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Denali Advisors, LLC is a privately held advisory firm organized as an LLC and registered with the SEC since 2001. It serves both individuals and families as well as institutional clients, providing portfolio management for individuals/small businesses and for businesses or institutions. The firm charges asset-based fees and can assess performance-based fees. Denali is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not act as a pension consultant or capital allocator on the information provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3Adam Fagan
Chief Compliance OfficerCRD 8101129
Robert Gillam
Chief Executive Officer and Chief Investment OfficerCRD 2376596
Robert Snigaroff
President and CIOCRD 4355971
Contacts
1 of 1
Michael Munson
SVP, Portfolio Manager and TradingCRD 4355972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$13.1M in ETFs
100%
$13.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $4.8M | 92,633 | 36.76% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 5075 Shoreham Pl
- Time zone
- PT (UTC-8)
- Office locations
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