Ron Denk Investment Advisory Services, Ltd. (Phoenix)


Ron Denk Investment Advisory Services, Ltd. is an adviser based in Phoenix. It manages $55.12 million of regulatory assets for 181 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Idaho and Texas.

Ron Denk Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ron Denk Investment Advisory Services: assets under management

The assets under management (AUM) of Ron Denk Investment Advisory Services, Ltd. is $55.12 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.23 million in discretionary accounts and $5.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $275.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.94 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ron Denk Investment Advisory Services, 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.

Careers at Ron Denk Investment Advisory Services, Ltd.

Ronald Peter Denk has been acting as President since 1 Oct 1999. Patricia L. Denk joined the executive team most recently as the Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Ronald Peter Denk President 1 Oct 1999 50% - 75% 1483351
Patricia L. Denk Vice-president 1 Oct 1999 50% - 75% 4977447
Ronald Peter Denk Chief compliance officer 1 Apr 2006 50% - 75% 1483351

Based in Phoenix

The principal office where Ron Denk Investment Advisory Services, Ltd. performs its advisory services is located at 2702 N. 3 Rd. Street, Phoenix, AZ 85004 1130, which is also the mailing address of the firm. 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.

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