Denk Investment Advisory, Ltd is a large advisory firm based in Phoenix. It manages $66.64 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, Idaho, Montana, Texas, and Wisconsin.
Denk Investment Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Denk Investment Advisory, Ltd is $66.64 million. The firm's AUM has grown by 56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Denk Investment Advisory, Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Peter Denk has been acting as President since 1 Oct 1999. Patricia L. Denk joined the executive team most recently as the Secretary.
The principal office where Denk Investment Advisory, Ltd performs its advisory services is located at 2702 N. 3 Rd. Street, Phoenix, AZ 85004, which is also the mailing address of the firm. An additional office of the firm is in Sedona, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-252-8700 or by fax 602-252-8701. The normal business hours are 8:00 - 5:00 p.m. mst on Monday - Friday. You can find more information about the New York firm at www.denkinvest.com.