DENALI FINANCIAL GROUP, LLC
Firm details
- Headquarters
- TOPEKA, Kansas
- CRD number
- 332383
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.82%
- Individuals26.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Denali Financial Group, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Compensation is a mix of percentage-of-assets and fixed fees. Denali identifies as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1SCOTT RINEHART
Chief Planning OfficerCRD 6849914
Contacts
3 of 3BRADY PRYOR
OwnerCRD 7960349
WHITNEY BOND
Director of Marketing and OperationsCRD 7960348
Ryan Rinehart
Founder & Financial AdvisorCRD 6792964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOPEKA, KS
SHAWNEE
Location
TOPEKA, KS
Headquartered in TOPEKA, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- SHAWNEE
- Address
- 2655 SW Wanamaker Rd
- Time zone
- CT (UTC-6)
- Office locations
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