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Building 2GENEVA PARTNERS, LLC

Map pinLAKE GENEVA, WI
Phone262-248-1350
NotebookSEC #801-71259
Total AUM
$46.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
772 WEST MAIN STREET
SUITE 301
LAKE GENEVA
WI 53147
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
262-248-1350

ReceiptFinancials

Total AUM
$46.5M
Accounts
155
Discretionary
$46.5M
Accounts
155
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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