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 $210,184,000 in assets under management and provides investment advisory services for 388 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial Planning , Portfolio Management for Individuals , Pension Consulting Services
Fee Structure:
A Percentage of AUM, Fixed Fees
Firm CRD#:
153323
SEC#:
801-71260
No. of Clients:
388
Assets under Management
$210,184,000
No. of Advisors:
8
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