GENEVA PARTNERS, LLC
Tel: 262-248-1350 772 West Main Street Suite 301 Lake Geneva, Wisconsin 53147
About GENEVA PARTNERS, LLC
GENEVA PARTNERS, LLC is a Lake Geneva, Wisconsin based financial advisory firm with nearly $319,026,956 in assets under management and provides investment advisory services for 1208 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
130768
Firm SEC#:
801-107776
Assets Under Management:
$319,026,956
No. of Clients:
1208
No. of Advisors:
8
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM
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