GENEVA PARTNERS, LLC
Total AUM
$423.6M
Employees
9Clients
565Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
820 GENEVA PARKWAY NORTH
SUITE 106
LAKE GENEVA
WI 53147
United States
SUITE 106
LAKE GENEVA
WI 53147
United States
Operating Hours
8:00 AM - 4:00 PM CST
Monday - Friday
Monday - Friday
Phone
262-248-1350
Other Offices
1
Financials
Total AUM
$423.6M
Accounts
1,261Discretionary
$423.6M
Accounts
1,261Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
471AUM
$92.8M
HNW Individual Clients
79AUM
$318.5M
Corporation or Business Clients
15AUM
$12.2M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLILMIMONJNYOHWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.