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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital deltaNorth atlas
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
About Denali Financial Group, LLC
Denali Financial Group is a Topeka, KS fiduciary advisory firm focused on helping pre-retirees and retirees turn savings into a coordinated retirement plan. The firm provides comprehensive planning across retirement income, investments, tax strategy, health/long-term care, and legacy/estate considerations, using its proprietary Meant for More Retirement Method. Custody includes Charles Schwab.
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Owner & Executives
BRADY PRYOR
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Ryan Michael Rinehart
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6792964
- Ownership
- 25% but less than 50%
Eagle insight
Signal foundation
- CRD
- #95601
- Ownership
- 35.5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,770,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,770,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,770,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,885,608,697 | 100.0% |
| Total | $3,885,608,697 | 100.0% |