DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
DENALI WEALTH MANAGEMENT, INC.
Tel: 414-978-0020
1325 W Towne Square Road Mequon, Wisconsin 53092-5047
DENALI WEALTH MANAGEMENT, INC.
DENALI WEALTH MANAGEMENT, INC. is a Mequon, Wisconsin based financial advisory firm with nearly $182,964,000 in assets under management and provides investment advisory services for 376 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
153323
SEC#:
801-71260
No. of Clients:
376
Assets under Management
$182,964,000
No. of Advisors:
6
More Financial Advisory Firms in Mequon, Wisconsin
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | 8158 | 4069 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | 260 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | 503 |
| TRUSTAGE INVESTMENT MANAGEMENT | 105960 | 64 |
| MASON STREET ADVISORS, LLC | 114085 | 14 |
| FIDUCIARY MANAGEMENT, INC. | 109149 | 26 |
More Firms in Mequon, Wisconsin >>