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GENEVA CAPITAL MANAGEMENT LLC
Tel: 414-224-6002
411 E. Wisconsin Ave. Suite 2320
Milwaukee, Wisconsin 53202-4461
GENEVA CAPITAL MANAGEMENT LLC
GENEVA CAPITAL MANAGEMENT LLC is a Milwaukee, Wisconsin based financial advisory firm with nearly $5,841,894,931 in assets under management and provides investment advisory services for 3835 clients. There are currently 21 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Other (MODEL PORTFOLIO SERVICES TO FINANCIAL FIRMS)
Fee Structure:
A percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS
Firm CRD#:
105432
SEC#:
801-28444
No. of Clients:
3835
Assets under Management
$5,841,894,931
No. of Advisors:
21
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