Overview
Assets Under Management: $996 million
Headquarters: ANCHORAGE, AK
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.33
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 301
Discretionary Accounts: 300
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 106173
Last Filing Date: 2024-04-30 00:00:00
Website: https://denaliadvisors.com