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Building 2GENEVA PARTNERS, LLC

Map pinLAKE GENEVA, WI
Phone262-248-1350
NotebookSEC #801-107776
Total AUM
$423.6M
Employees
9
Clients
565

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
820 GENEVA PARKWAY NORTH
SUITE 106
LAKE GENEVA
WI 53147
United States
Operating Hours
8:00 AM - 4:00 PM CST
Monday - Friday
Phone
262-248-1350
Other Offices
1

ReceiptFinancials

Total AUM
$423.6M
Accounts
1,261
Discretionary
$423.6M
Accounts
1,261
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
471
AUM
$92.8M
HNW Individual Clients
79
AUM
$318.5M
Corporation or Business Clients
15
AUM
$12.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMIMONJNYOHWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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