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GENEVA PARTNERS, LLC

Tel: 262-248-1350
772 West Main Street
Suite 301
Lake Geneva, Wisconsin  53147

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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

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

130768

SEC#:

801-107776

No. of Clients:

1208

Assets under Management

$319,026,956

No. of Advisors:

8

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