Denali Advisors is an investment advisor in San Diego with $425.88 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330957285
SEC advisor number
801-60039
FINRA CRD number
110242
AUM ?
$493.42 mm
(as of 15 Apr 24)
Accounts
16
(as of 15 Apr 24)
Employees
20
(11 investment advisory or research)
Address
Denali Advisors
5075 SHOREHAM PLACE
SUITE 120
SAN DIEGO
CA 92122
5075 SHOREHAM PLACE
SUITE 120
SAN DIEGO
CA 92122
Phone
858-558-3600
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22