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Building 2GENEVA FINANCIAL GROUP

Map pinJACKSON, NJ
Phone732-719-4101
NotebookSEC #801-130720
Total AUM
$233.7M
Employees
2
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2060 W. COUNTY LINE RD
JACKSON
NJ 08527
United States
Operating Hours
10:00 AM TO 4:00 PM
Monday - Friday
Phone
732-719-4101

ReceiptFinancials

Total AUM
$233.7M
Accounts
111
Discretionary
$162.2M
Accounts
81
Non-Discretionary
$71.5M
Accounts
30

ContactClients

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Individual Clients
27
AUM
$8M
HNW Individual Clients
12
AUM
$149.9M
Pension/Profit Sharing Plan Clients
1
AUM
$789.7K
Charitable Organization Clients
1
AUM
$8.3M
Corporation or Business Clients
10
AUM
$66.8M

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
NJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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