1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GEOVEST ADVISORS INC

Map pinFAIRPORT, NY
Phone585-248-5050
NotebookSEC #801-31544
Total AUM
$147.9M
Employees
6
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
245 WILLOWBROOK OFFICE PARK
1451 PITTSFORD VICTOR RD
FAIRPORT
NY 14450-4221
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
585-248-5050

ReceiptFinancials

Total AUM
$147.9M
Accounts
244
Discretionary
$143.5M
Accounts
239
Non-Discretionary
$4.4M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
88
AUM
$25.4M
HNW Individual Clients
62
AUM
$118.1M
Pension/Profit Sharing Plan Clients
1
AUM
$659.8K
Charitable Organization Clients
1
AUM
$3.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL ANALYSIS TO INSTITUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account