Denali Advisors, LLC is a large advisory firm based in San Diego. It manages $1.4 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Illinois, and New York.
Denali Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and portfolio management for indian tribes. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Denali Advisors, LLC is $1.4 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 347% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Denali Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Robert Storer is state or municipal government entities with 28 clients and $1.22 billion of assets under management. Among the 11 most similar advisory firms, Denali Advisors has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.22 billion for 28 clients. None of the firm’s clients are foreign persons or businesses.
Denali Advisors doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Storer has been acting as President since 1 Apr 2004. Lp Nile Capital Fund B joined the executive team most recently as the Owner.
The principal office where Denali Advisors, LLC performs its advisory services is located at 5075 Shoreham Place, San Diego, CA 92122, which is also the mailing address of the firm. An additional office of the firm is in Santa Monica, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-558-3600 or by fax 858-558-3657. The normal business hours are 7:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at denaliadvisors.com.