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JENEVA WEALTH MANAGEMENT
ATLANTA, GA
404-537-1692
SEC #801-72059Total AUM
$125M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3333 PIEDMONT RD
SUITE 2050, 20TH FLOOR
ATLANTA
GA 30305
United States
SUITE 2050, 20TH FLOOR
ATLANTA
GA 30305
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
404-537-1692
Financials
Total AUM
$125M
Accounts
11Discretionary
$60M
Accounts
2Non-Discretionary
$65M
Accounts
9
Clients
None reported
Services
Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.